High Net Worth Advisory Group’s GE Vernova GEV Stock Holding History

High Net Worth Advisory Group’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	$1.26M	Sell	1,072 -13	-1%	-$13.3K	0.27%	86
2026 Q1	$948K	Sell	1,085 -82	-7%	-$64K	0.22%	103
2025 Q4	$763K	Buy	1,167 +715	+158%	+$436K	0.18%	114
2025 Q3	$278K	Hold	452	–	–	0.07%	196
2025 Q2	$239K	Buy	+452	New	+$188K	0.06%	203

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 $3.38T AUM 44.17% 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

High Net Worth Advisory Group's GEV Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its GE Vernova (GEV) stake by 1.2% in Q2 2026, selling an estimated $13.3K and leaving 1,072 shares worth $1.26M. The position accounts for 0.27% of the portfolio, ranked #86.

High Net Worth Advisory Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

High Net Worth Advisory Group held 1,072 shares of GE Vernova worth $1.26M as of Q2 2026.
High Net Worth Advisory Group sold 13 GE Vernova shares in Q2 2026, an estimated $13.3K.
GE Vernova made up 0.27% of High Net Worth Advisory Group's portfolio in Q2 2026, its #86 holding.
High Net Worth Advisory Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.