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Great Valley Advisor Group’s GE Vernova GEV Stock Holding History

Great Valley Advisor Group’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 		$11.3M Buy
9,616
+522
+6% +$533K 0.18% 124
2026
Q1 		$7.94M Buy
9,094
+257
+3% +$201K 0.14% 145
2025
Q4 		$5.78M Buy
8,837
+2,911
+49% +$1.77M 0.11% 167
2025
Q3 		$3.64M Buy
5,926
+219
+4% +$133K 0.07% 228
2025
Q2 		$3.02M Sell
5,707
-56
-1% -$23.3K 0.07% 242
2025
Q1 		$1.76M Buy
5,763
+2,999
+109% +$1.05M 0.04% 333
2024
Q4 		$909K Buy
2,764
+25
+0.9% +$7.82K 0.02% 465
2024
Q3 		$698K Sell
2,739
-97
-3% -$18.6K 0.02% 489
2024
Q2 		$486K Buy
+2,836
New +$449K 0.01% 537

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

Great Valley Advisor Group's GEV Position: Q2 2026 in Review

Great Valley Advisor Group increased its GE Vernova (GEV) stake by 5.7% in Q2 2026, buying an estimated $533K and bringing the position to 9,616 shares worth $11.3M. The position accounts for 0.18% of the portfolio, ranked #124.

Great Valley Advisor Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Great Valley Advisor Group held 9,616 shares of GE Vernova worth $11.3M as of Q2 2026.
  • Great Valley Advisor Group bought 522 GE Vernova shares in Q2 2026, an estimated $533K.
  • GE Vernova made up 0.18% of Great Valley Advisor Group's portfolio in Q2 2026, its #124 holding.
  • Great Valley Advisor Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.