IAM Advisory’s GE Vernova GEV Stock Holding History

IAM Advisory’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	$2.39M	Buy	2,031 +38	+2%	+$38.8K	0.47%	36
2026 Q1	$1.74M	Sell	1,993 -5	-0.3%	-$3.9K	0.39%	43
2025 Q4	$1.31M	Buy	1,998 +1	+0.1%	+$609	0.29%	50
2025 Q3	$1.23M	Buy	1,997 +13	+0.7%	+$7.88K	0.28%	54
2025 Q2	$1.05M	Buy	1,984 +78	+4%	+$32.5K	0.25%	58
2025 Q1	$582K	Buy	+1,906	New	+$665K	0.15%	69

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

IAM Advisory's GEV Position: Q2 2026 in Review

IAM Advisory increased its GE Vernova (GEV) stake by 1.9% in Q2 2026, buying an estimated $38.8K and bringing the position to 2,031 shares worth $2.39M. The position accounts for 0.47% of the portfolio, ranked #36.

IAM Advisory 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.

IAM Advisory held 2,031 shares of GE Vernova worth $2.39M as of Q2 2026.
IAM Advisory bought 38 GE Vernova shares in Q2 2026, an estimated $38.8K.
GE Vernova made up 0.47% of IAM Advisory's portfolio in Q2 2026, its #36 holding.
IAM Advisory 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 IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.