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Forvis Mazars Wealth Advisors’s GE Vernova GEV Stock Holding History

Forvis Mazars 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 		$4.05M Buy
3,448
+14
+0.4% +$14.3K 0.07% 113
2026
Q1 		$3M Sell
3,434
-161
-4% -$126K 0.06% 119
2025
Q4 		$2.35M Buy
3,595
+70
+2% +$42.6K 0.04% 146
2025
Q3 		$2.17M Buy
3,525
+32
+0.9% +$19.4K 0.04% 149
2025
Q2 		$1.85M Buy
3,493
+78
+2% +$32.5K 0.04% 164
2025
Q1 		$1.04M Buy
3,415
+759
+29% +$265K 0.03% 203
2024
Q4 		$874K Hold
2,656
– – 0.02% 239
2024
Q3 		$677K Sell
2,656
-603
-19% -$116K 0.02% 271
2024
Q2 		$559K Buy
+3,259
New +$516K 0.01% 269

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

Forvis Mazars Wealth Advisors's GEV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its GE Vernova (GEV) stake by 0.41% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,448 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #113.

Forvis Mazars Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,448 shares of GE Vernova worth $4.05M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
  • GE Vernova made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Forvis Mazars Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.