EWA
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EverSource Wealth Advisors’s GE Vernova GEV Stock Holding History

EverSource Wealth 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 		$3.81M Sell
3,242
-164
-5% -$167K 0.13% 144
2026
Q1 		$2.97M Buy
3,406
+258
+8% +$201K 0.09% 168
2025
Q4 		$2.06M Buy
3,148
+126
+4% +$76.7K 0.08% 190
2025
Q3 		$1.86M Buy
3,022
+142
+5% +$86K 0.07% 186
2025
Q2 		$1.52M Buy
2,880
+251
+10% +$105K 0.07% 200
2025
Q1 		$803K Buy
2,629
+598
+29% +$209K 0.04% 288
2024
Q4 		$668K Buy
2,031
+745
+58% +$233K 0.04% 310
2024
Q3 		$328K Buy
1,286
+186
+17% +$35.7K 0.02% 424
2024
Q2 		$196K Sell
1,100
-103
-9% -$16.3K 0.01% 566
2024
Q1 		$185K Buy
+1,203
New +$161K 0.01% 516

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EverSource Wealth Advisors's GEV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its GE Vernova (GEV) stake by 4.8% in Q2 2026, selling an estimated $167K and leaving 3,242 shares worth $3.81M. The position accounts for 0.13% of the portfolio, ranked #144.

EverSource Wealth Advisors first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • EverSource Wealth Advisors held 3,242 shares of GE Vernova worth $3.81M as of Q2 2026.
  • EverSource Wealth Advisors sold 164 GE Vernova shares in Q2 2026, an estimated $167K.
  • GE Vernova made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • EverSource Wealth Advisors first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.