Heritage Wealth Advisors’s GE Vernova GEV Stock Holding History

Heritage 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	$1.3M	Buy	1,105 +6	+0.5%	+$6.12K	0.04%	78
2026 Q1	$959K	Buy	1,099 +213	+24%	+$166K	0.04%	86
2025 Q4	$579K	Sell	886 -20	-2%	-$12.2K	0.02%	139
2025 Q3	$557K	Hold	906	–	–	0.02%	121
2025 Q2	$479K	Hold	906	–	–	0.02%	135
2025 Q1	$277K	Hold	906	–	–	0.01%	171
2024 Q4	$298K	Hold	906	–	–	0.01%	169
2024 Q3	$231K	Hold	906	–	–	0.01%	195
2024 Q2	$155K	Buy	+906	New	+$144K	0.01%	224

Other funds holding GEV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Heritage Wealth Advisors increased its GE Vernova (GEV) stake by 0.55% in Q2 2026, buying an estimated $6.12K and bringing the position to 1,105 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #78.

Heritage Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Heritage Wealth Advisors held 1,105 shares of GE Vernova worth $1.3M as of Q2 2026.
Heritage Wealth Advisors bought 6 GE Vernova shares in Q2 2026, an estimated $6.12K.
GE Vernova made up 0.04% of Heritage Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Heritage Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.