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Flagship Wealth Advisors’s GE Vernova GEV Stock Holding History

Flagship 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 		$597K Buy
508
+181
+55% +$185K 0.13% 86
2026
Q1 		$173K Sell
327
-56
-15% -$43.7K 0.07% 113
2025
Q4 		$250K Hold
383
– – 0.07% 108
2025
Q3 		$236K Buy
383
+22
+6% +$13.3K 0.08% 105
2025
Q2 		$191K Sell
361
-9
-2% -$3.75K 0.07% 120
2025
Q1 		$113K Hold
370
– – 0.05% 142
2024
Q4 		$122K Buy
+370
New +$116K 0.07% 120

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

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

Flagship Wealth Advisors increased its GE Vernova (GEV) stake by 55% in Q2 2026, buying an estimated $185K and bringing the position to 508 shares worth $597K. The position accounts for 0.13% of the portfolio, ranked #86.

Flagship Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Flagship Wealth Advisors held 508 shares of GE Vernova worth $597K as of Q2 2026.
  • Flagship Wealth Advisors bought 181 GE Vernova shares in Q2 2026, an estimated $185K.
  • GE Vernova made up 0.13% of Flagship Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Flagship Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.