Heritage Oak Wealth Advisors’s GE Vernova GEV Stock Holding History

Heritage Oak 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	$2.43M	Buy	+2,072	New	+$2.11M	0.72%	17

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Heritage Oak Wealth Advisors's GEV Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in GE Vernova (GEV) in Q2 2026: 2,072 shares worth $2.43M. The stake represents 0.72% of the portfolio and ranks #17 among its holdings.

1,137 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Heritage Oak Wealth Advisors held 2,072 shares of GE Vernova worth $2.43M as of Q2 2026.
GE Vernova was a new Heritage Oak Wealth Advisors position in Q2 2026.
GE Vernova made up 0.72% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #17 holding.
1,137 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.