Fortitude Advisory Group’s GE Vernova GEV Stock Holding History

Fortitude Advisory Group’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	$1.56M	Sell	1,327 -155	-10%	-$158K	0.6%	34
2026 Q1	$1.29M	Buy	1,482 +101	+7%	+$78.8K	0.58%	33
2025 Q4	$903K	Buy	1,381 +358	+35%	+$218K	0.38%	44
2025 Q3	$629K	Buy	1,023 +112	+12%	+$67.9K	0.34%	60
2025 Q2	$482K	Buy	911 +127	+16%	+$52.9K	0.28%	72
2025 Q1	$257K	Sell	784 -157	-17%	-$54.7K	0.18%	139
2024 Q4	$310K	Sell	941 -61	-6%	-$19.1K	0.19%	121
2024 Q3	$255K	Buy	+1,002	New	+$192K	0.16%	148

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fortitude Advisory Group's GEV Position: Q2 2026 in Review

Fortitude Advisory Group reduced its GE Vernova (GEV) stake by 10% in Q2 2026, selling an estimated $158K and leaving 1,327 shares worth $1.56M. The position accounts for 0.6% of the portfolio, ranked #34.

Fortitude Advisory Group first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 1,353 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Fortitude Advisory Group held 1,327 shares of GE Vernova worth $1.56M as of Q2 2026.
Fortitude Advisory Group sold 155 GE Vernova shares in Q2 2026, an estimated $158K.
GE Vernova made up 0.6% of Fortitude Advisory Group's portfolio in Q2 2026, its #34 holding.
Fortitude Advisory Group first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
1,353 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.