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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's GEV Position: Q1 2026 in Review

Heritage Wealth Advisors increased its GE Vernova (GEV) stake by 24% in Q1 2026, buying an estimated $166K and bringing the position to 1,099 shares worth $959K. The position accounts for 0.04% of the portfolio, ranked #86.

Heritage Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Heritage Wealth Advisors held 1,099 shares of GE Vernova worth $959K as of Q1 2026.
  • Heritage Wealth Advisors bought 213 GE Vernova shares in Q1 2026, an estimated $166K.
  • GE Vernova made up 0.04% of Heritage Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Heritage Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.