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HCR Wealth Advisors’s GE Vernova GEV Stock Holding History

HCR Wealth 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 		$6.81M Buy
5,793
+4,092
+241% +$4.18M 0.61% 28
2026
Q1 		$1.48M Sell
1,701
-44
-3% -$34.3K 0.15% 89
2025
Q4 		$1.14M Buy
1,745
+749
+75% +$456K 0.11% 105
2025
Q3 		$604K Buy
996
+125
+14% +$75.7K 0.06% 132
2025
Q2 		$461K Sell
871
-122
-12% -$50.8K 0.05% 147
2025
Q1 		$303K Buy
993
+197
+25% +$68.7K 0.04% 178
2024
Q4 		$262K Buy
+796
New +$249K 0.03% 192

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

HCR Wealth Advisors's GEV Position: Q2 2026 in Review

HCR Wealth Advisors increased its GE Vernova (GEV) stake by 241% in Q2 2026, buying an estimated $4.18M and bringing the position to 5,793 shares worth $6.81M. The position accounts for 0.61% of the portfolio, ranked #28.

HCR Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • HCR Wealth Advisors held 5,793 shares of GE Vernova worth $6.81M as of Q2 2026.
  • HCR Wealth Advisors bought 4,092 GE Vernova shares in Q2 2026, an estimated $4.18M.
  • GE Vernova made up 0.61% of HCR Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • HCR Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.