Fermata Advisors’s GE Vernova GEV Stock Holding History

Fermata 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	$559K	Buy	476 +83	+21%	+$84.7K	0.11%	148
2026 Q1	$343K	Buy	+393	New	+$307K	0.08%	169

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

Fermata Advisors's GEV Position: Q2 2026 in Review

Fermata Advisors increased its GE Vernova (GEV) stake by 21% in Q2 2026, buying an estimated $84.7K and bringing the position to 476 shares worth $559K. The position accounts for 0.11% of the portfolio, ranked #148.

Fermata Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Fermata Advisors held 476 shares of GE Vernova worth $559K as of Q2 2026.
Fermata Advisors bought 83 GE Vernova shares in Q2 2026, an estimated $84.7K.
GE Vernova made up 0.11% of Fermata Advisors's portfolio in Q2 2026, its #148 holding.
Fermata Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.