HBK Sorce Advisory’s GE Vernova GEV Stock Holding History

HBK Sorce 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	$5.18M	Buy	5,085 +371	+8%	+$379K	0.1%	78
2026 Q1	$4.9M	Buy	4,714 +104	+2%	+$81.1K	0.1%	78
2025 Q4	$3.59M	Sell	4,610 -257	-5%	-$157K	0.08%	102
2025 Q3	$3M	Buy	4,867 +281	+6%	+$170K	0.08%	111
2025 Q2	$2.43M	Buy	4,586 +256	+6%	+$107K	0.07%	122
2025 Q1	$1.32M	Buy	4,330 +546	+14%	+$190K	0.04%	181
2024 Q4	$1.24M	Buy	3,784 +71	+2%	+$22.2K	0.04%	191
2024 Q3	$947K	Sell	3,713 -143	-4%	-$27.5K	0.03%	226
2024 Q2	$661K	Buy	+3,856	New	+$611K	0.02%	281

Other funds holding GEV

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HBK Sorce Advisory's GEV Position: Q2 2026 in Review

HBK Sorce Advisory increased its GE Vernova (GEV) stake by 7.9% in Q2 2026, buying an estimated $379K and bringing the position to 5,085 shares worth $5.18M. The position accounts for 0.1% of the portfolio, ranked #78.

HBK Sorce Advisory first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

HBK Sorce Advisory held 5,085 shares of GE Vernova worth $5.18M as of Q2 2026.
HBK Sorce Advisory bought 371 GE Vernova shares in Q2 2026, an estimated $379K.
GE Vernova made up 0.1% of HBK Sorce Advisory's portfolio in Q2 2026, its #78 holding.
HBK Sorce Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.