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Gladstone Institutional Advisory’s GE Vernova GEV Stock Holding History

Gladstone Institutional Advisory’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 		$3.71M Buy
3,155
+571
+22% +$583K 0.12% 188
2026
Q1 		$2.26M Buy
2,584
+216
+9% +$169K 0.08% 246
2025
Q4 		$1.55M Buy
2,368
+133
+6% +$81K 0.06% 290
2025
Q3 		$1.37M Buy
2,235
+676
+43% +$410K 0.05% 308
2025
Q2 		$825K Sell
1,559
-3,589
-70% -$1.49M 0.03% 386
2025
Q1 		$1.57M Buy
5,148
+3,124
+154% +$1.09M 0.07% 258
2024
Q4 		$666K Buy
2,024
+409
+25% +$128K 0.03% 395
2024
Q3 		$412K Sell
1,615
-1,209
-43% -$232K 0.02% 503
2024
Q2 		$484K Buy
+2,824
New +$448K 0.03% 427

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

Gladstone Institutional Advisory's GEV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its GE Vernova (GEV) stake by 22% in Q2 2026, buying an estimated $583K and bringing the position to 3,155 shares worth $3.71M. The position accounts for 0.12% of the portfolio, ranked #188.

Gladstone Institutional Advisory first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,454 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Gladstone Institutional Advisory held 3,155 shares of GE Vernova worth $3.71M as of Q2 2026.
  • Gladstone Institutional Advisory bought 571 GE Vernova shares in Q2 2026, an estimated $583K.
  • GE Vernova made up 0.12% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #188 holding.
  • Gladstone Institutional Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,454 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.