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Halbert Hargrove Global Advisors’s GE Vernova GEV Stock Holding History

Halbert Hargrove Global 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 		$76.4K Buy
65
+3
+5% +$3.06K ﹤0.01% 175
2026
Q1 		$54.3K Sell
62
-3
-5% -$2.34K ﹤0.01% 186
2025
Q4 		$42.7K Buy
65
+53
+442% +$32.3K ﹤0.01% 204
2025
Q3 		$7.54K Buy
12
+9
+300% +$5.45K ﹤0.01% 365
2025
Q2 		$1.73K Sell
3
-7
-70% -$2.92K ﹤0.01% 291
2025
Q1 		$3.2K Buy
10
+6
+150% +$2.09K ﹤0.01% 350
2024
Q4 		$1.32K Buy
+4
New +$1.25K ﹤0.01% 284

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

Halbert Hargrove Global Advisors's GEV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its GE Vernova (GEV) stake by 4.8% in Q2 2026, buying an estimated $3.06K and bringing the position to 65 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Halbert Hargrove Global Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Halbert Hargrove Global Advisors held 65 shares of GE Vernova worth $76.4K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 3 GE Vernova shares in Q2 2026, an estimated $3.06K.
  • GE Vernova made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #175 holding.
  • Halbert Hargrove Global Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.