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Glass Jacobson Investment Advisors’s GE Vernova GEV Stock Holding History

Glass Jacobson 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 		$453K Buy
385
+24
+7% +$24.5K 0.14% 133
2026
Q1 		$315K Buy
361
+210
+139% +$164K 0.11% 152
2025
Q4 		$98.9K Sell
151
-291
-66% -$177K 0.04% 241
2025
Q3 		$272K Buy
442
+278
+170% +$168K 0.1% 164
2025
Q2 		$86.9K Sell
164
-8
-5% -$3.33K 0.03% 237
2025
Q1 		$56.6K Hold
172
– – 0.02% 359
2024
Q4 		$56.6K Hold
172
– – 0.02% 359
2024
Q3 		$43.9K Sell
172
-1
-0.6% -$192 0.01% 375
2024
Q2 		$29.7K Buy
+173
New +$27.4K 0.01% 424

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Glass Jacobson Investment Advisors's GEV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its GE Vernova (GEV) stake by 6.6% in Q2 2026, buying an estimated $24.5K and bringing the position to 385 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #133.

Glass Jacobson Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,570 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 385 shares of GE Vernova worth $453K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 24 GE Vernova shares in Q2 2026, an estimated $24.5K.
  • GE Vernova made up 0.14% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Glass Jacobson Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 2,570 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.