GoalVest Advisory’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$55.2K Buy
47
+39
+488% +$39.8K 0.01% 197
2026
Q1
$6.98K Buy
+8
New +$6.24K ﹤0.01% 380
2025
Q2
Sell
-3
Closed -$916 543
2025
Q1
$916 Buy
+3
New +$1.05K ﹤0.01% 339
2024
Q3
Sell
-3
Closed -$515 386
2024
Q2
$515 Buy
+3
New +$475 ﹤0.01% 306

Other funds holding GEV

GoalVest Advisory's GEV Position: Q2 2026 in Review

GoalVest Advisory increased its GE Vernova (GEV) stake by 488% in Q2 2026, buying an estimated $39.8K and bringing the position to 47 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #197.

GoalVest Advisory first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • GoalVest Advisory held 47 shares of GE Vernova worth $55.2K as of Q2 2026.
  • GoalVest Advisory bought 39 GE Vernova shares in Q2 2026, an estimated $39.8K.
  • GE Vernova made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #197 holding.
  • GoalVest Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 4 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.