Global Assets Advisory’s GE Vernova GEV Stock Holding History

Global Assets 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	$2.81M	Buy	2,461 +86	+4%	+$87.8K	0.61%	37
2026 Q1	$2.07M	Sell	2,375 -78	-3%	-$60.9K	0.59%	35
2025 Q4	$1.6M	Buy	2,453 +26	+1%	+$15.8K	0.46%	51
2025 Q3	$1.49M	Buy	2,427 +288	+13%	+$174K	0.44%	55
2025 Q2	$1.08M	Sell	2,139 -3,204	-60%	-$1.33M	0.42%	60
2025 Q1	$1.66M	Buy	5,343 +3,514	+192%	+$1.23M	0.31%	72
2024 Q4	$620K	Sell	1,829 -240	-12%	-$75K	0.34%	69
2024 Q3	$531K	Buy	+2,069	New	+$397K	0.29%	80

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Global Assets Advisory's GEV Position: Q2 2026 in Review

Global Assets Advisory increased its GE Vernova (GEV) stake by 3.6% in Q2 2026, buying an estimated $87.8K and bringing the position to 2,461 shares worth $2.81M. The position accounts for 0.61% of the portfolio, ranked #37.

Global Assets Advisory first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Global Assets Advisory held 2,461 shares of GE Vernova worth $2.81M as of Q2 2026.
Global Assets Advisory bought 86 GE Vernova shares in Q2 2026, an estimated $87.8K.
GE Vernova made up 0.61% of Global Assets Advisory's portfolio in Q2 2026, its #37 holding.
Global Assets Advisory first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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