FOCUS Wealth Advisors’s GE Vernova GEV Stock Holding History

FOCUS 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	$1.26M	Sell	1,069 -60	-5%	-$61.2K	0.58%	35
2026 Q1	$986K	Hold	1,129	–	–	0.48%	41
2025 Q4	$738K	Sell	1,129 -26	-2%	-$15.8K	0.34%	43
2025 Q3	$710K	Sell	1,155 -262	-18%	-$159K	0.34%	42
2025 Q2	$750K	Hold	1,417	–	–	0.39%	42
2025 Q1	$433K	Sell	1,417 -816	-37%	-$285K	0.24%	46
2024 Q4	$735K	Sell	2,233 -396	-15%	-$124K	0.39%	42
2024 Q3	$670K	Sell	2,629 -167	-6%	-$32.1K	0.33%	43
2024 Q2	$480K	Buy	+2,796	New	+$443K	0.25%	46

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

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

FOCUS Wealth Advisors reduced its GE Vernova (GEV) stake by 5.3% in Q2 2026, selling an estimated $61.2K and leaving 1,069 shares worth $1.26M. The position accounts for 0.58% of the portfolio, ranked #35.

FOCUS Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

FOCUS Wealth Advisors held 1,069 shares of GE Vernova worth $1.26M as of Q2 2026.
FOCUS Wealth Advisors sold 60 GE Vernova shares in Q2 2026, an estimated $61.2K.
GE Vernova made up 0.58% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #35 holding.
FOCUS Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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