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HFM Investment Advisors’s GE Vernova GEV Stock Holding History

HFM Investment 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 		$734K Buy
625
+4
+0.6% +$4.08K 0.26% 15
2026
Q1 		$542K Buy
621
+52
+9% +$40.6K 0.21% 17
2025
Q4 		$372K Buy
569
+10
+2% +$6.09K 0.15% 20
2025
Q3 		$344K Hold
559
– – 0.14% 19
2025
Q2 		$296K Buy
559
+5
+0.9% +$2.08K 0.13% 20
2025
Q1 		$169K Buy
+554
New +$193K 0.08% 23

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

HFM Investment Advisors's GEV Position: Q2 2026 in Review

HFM Investment Advisors increased its GE Vernova (GEV) stake by 0.64% in Q2 2026, buying an estimated $4.08K and bringing the position to 625 shares worth $734K. The position accounts for 0.26% of the portfolio, ranked #15.

HFM Investment Advisors first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • HFM Investment Advisors held 625 shares of GE Vernova worth $734K as of Q2 2026.
  • HFM Investment Advisors bought 4 GE Vernova shares in Q2 2026, an estimated $4.08K.
  • GE Vernova made up 0.26% of HFM Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • HFM Investment Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.