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Herold Advisors’s GE Vernova GEV Stock Holding History

Herold 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 		$1.07M Buy
916
+121
+15% +$124K 0.21% 114
2026
Q1 		$694K Buy
795
+183
+30% +$143K 0.15% 143
2025
Q4 		$400K Sell
612
-148
-19% -$90.1K 0.09% 183
2025
Q3 		$467K Buy
760
+201
+36% +$122K 0.11% 164
2025
Q2 		$296K Sell
559
-582
-51% -$242K 0.06% 236
2025
Q1 		$348K Buy
1,141
+215
+23% +$75K 0.08% 204
2024
Q4 		$305K Buy
+926
New +$289K 0.07% 218

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

Herold Advisors's GEV Position: Q2 2026 in Review

Herold Advisors increased its GE Vernova (GEV) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 916 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #114.

Herold Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Herold Advisors held 916 shares of GE Vernova worth $1.07M as of Q2 2026.
  • Herold Advisors bought 121 GE Vernova shares in Q2 2026, an estimated $124K.
  • GE Vernova made up 0.21% of Herold Advisors's portfolio in Q2 2026, its #114 holding.
  • Herold Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.