HighPoint Advisor Group’s GE Vernova GEV Stock Holding History

HighPoint Advisor 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	$2.42M	Buy	2,061 +272	+15%	+$278K	0.09%	186
2026 Q1	$1.56M	Sell	1,789 -6,083	-77%	-$4.75M	0.07%	226
2025 Q4	$5.14M	Buy	7,872 +2,540	+48%	+$1.55M	0.11%	155
2025 Q3	$3.28M	Buy	5,332 +242	+5%	+$147K	0.16%	111
2025 Q2	$2.69M	Buy	5,090 +97	+2%	+$40.4K	0.14%	124
2025 Q1	$1.85M	Buy	4,993 +170	+4%	+$59.3K	0.11%	148
2024 Q4	$1.8M	Sell	4,823 -276	-5%	-$86.3K	0.1%	163
2024 Q3	$1.3M	Buy	5,099 +69	+1%	+$13.2K	0.08%	201
2024 Q2	$818K	Buy	5,030 +727	+17%	+$115K	0.05%	258
2024 Q1	$695K	Buy	+4,303	New	+$577K	0.05%	282

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

HighPoint Advisor Group's GEV Position: Q2 2026 in Review

HighPoint Advisor Group increased its GE Vernova (GEV) stake by 15% in Q2 2026, buying an estimated $278K and bringing the position to 2,061 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #186.

HighPoint Advisor Group first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.14M in Q4 2025. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

HighPoint Advisor Group held 2,061 shares of GE Vernova worth $2.42M as of Q2 2026.
HighPoint Advisor Group bought 272 GE Vernova shares in Q2 2026, an estimated $278K.
GE Vernova made up 0.09% of HighPoint Advisor Group's portfolio in Q2 2026, its #186 holding.
HighPoint Advisor Group first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
HighPoint Advisor Group's GE Vernova position peaked at $5.14M in Q4 2025.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.