Evergreen Advisors’s GE Vernova GEV Stock Holding History

Evergreen Advisors’s Portfolio GEV Stock Details GEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-115	Closed	-$100K	–	166
2026 Q1	$100K	Buy	+115	New	+$89.7K	0.02%	42

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Evergreen Advisors's GEV Position: Q2 2026 in Review

Evergreen Advisors sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 115 shares — an estimated $100K sold.

Evergreen Advisors first reported a position in GEV in Q1 2026 and held it in 1 quarter. The position peaked at $100K in Q1 2026. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Evergreen Advisors reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 115 GE Vernova shares in Q2 2026, an estimated $100K.
Evergreen Advisors first reported a position in GE Vernova in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's GE Vernova position peaked at $100K in Q1 2026.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.