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Fragasso Financial Advisors’s GE Vernova GEV Stock Holding History

Fragasso Financial 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 		$712K Buy
606
+52
+9% +$53.1K 0.04% 182
2026
Q1 		$497K Buy
554
+81
+17% +$63.2K 0.03% 211
2025
Q4 		$309K Sell
473
-20
-4% -$12.2K 0.02% 241
2025
Q3 		$293K Buy
+493
New +$299K 0.02% 243

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fragasso Financial Advisors's GEV Position: Q2 2026 in Review

Fragasso Financial Advisors increased its GE Vernova (GEV) stake by 9.4% in Q2 2026, buying an estimated $53.1K and bringing the position to 606 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #182.

Fragasso Financial Advisors first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 2,084 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Fragasso Financial Advisors held 606 shares of GE Vernova worth $712K as of Q2 2026.
  • Fragasso Financial Advisors bought 52 GE Vernova shares in Q2 2026, an estimated $53.1K.
  • GE Vernova made up 0.04% of Fragasso Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Fragasso Financial Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 2,084 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.