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Foundations Investment Advisors’s GE Vernova GEV Stock Holding History

Foundations Investment 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 		$5.43M Buy
4,624
+395
+9% +$403K 0.06% 237
2026
Q1 		$3.69M Sell
4,229
-60
-1% -$46.8K 0.05% 264
2025
Q4 		$2.8M Buy
4,289
+1,060
+33% +$646K 0.04% 296
2025
Q3 		$1.99M Buy
3,229
+609
+23% +$369K 0.03% 319
2025
Q2 		$1.39M Buy
2,620
+218
+9% +$90.8K 0.02% 359
2025
Q1 		$733K Buy
2,402
+7
+0.3% +$2.44K 0.01% 479
2024
Q4 		$788K Buy
2,395
+158
+7% +$49.4K 0.02% 446
2024
Q3 		$570K Hold
2,237
– – 0.01% 490
2024
Q2 		$384K Buy
+2,237
New +$355K 0.01% 553

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

Foundations Investment Advisors's GEV Position: Q2 2026 in Review

Foundations Investment Advisors increased its GE Vernova (GEV) stake by 9.3% in Q2 2026, buying an estimated $403K and bringing the position to 4,624 shares worth $5.43M. The position accounts for 0.06% of the portfolio, ranked #237.

Foundations Investment 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.

  • Foundations Investment Advisors held 4,624 shares of GE Vernova worth $5.43M as of Q2 2026.
  • Foundations Investment Advisors bought 395 GE Vernova shares in Q2 2026, an estimated $403K.
  • GE Vernova made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • Foundations Investment 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.