PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s GE Vernova GEV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$115K	Buy	97 +36	+59%	+$36.7K	0.03%	234
2026 Q1	$53.7K	Buy	61 +2	+3%	+$1.56K	0.02%	289
2025 Q4	$38.9K	Buy	59 +3	+5%	+$1.83K	0.01%	327
2025 Q3	$34.8K	Buy	56 +32	+133%	+$19.4K	0.01%	318
2025 Q2	$13K	Hold	24	–	–	﹤0.01%	345
2025 Q1	$7.48K	Sell	24 -6	-20%	-$2.09K	﹤0.01%	376
2024 Q4	$9.98K	Buy	30 +27	+900%	+$8.44K	﹤0.01%	364
2024 Q3	$765	Sell	3 -3	-50%	-$576	﹤0.01%	344
2024 Q2	$1.03K	Buy	+6	New	+$951	﹤0.01%	331

Other funds holding GEV

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GEV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its GE Vernova (GEV) stake by 59% in Q2 2026, buying an estimated $36.7K and bringing the position to 97 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #234.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 97 shares of GE Vernova worth $115K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 36 GE Vernova shares in Q2 2026, an estimated $36.7K.
GE Vernova made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #234 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.