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IBEX Wealth Advisors’s GE Vernova GEV Stock Holding History

IBEX Wealth 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 		$2.13M Sell
1,810
-8,703
-83% -$8.88M 0.17% 85
2026
Q1 		$9.18M Buy
10,513
+5,786
+122% +$4.51M 0.85% 35
2025
Q4 		$3.09M Hold
4,727
– – 0.3% 77
2025
Q3 		$2.91M Buy
4,727
+17
+0.4% +$10.3K 0.28% 80
2025
Q2 		$2.49M Buy
+4,710
New +$1.96M 0.27% 76
2025
Q1 		– Sell
-5,100
Closed -$1.68M – 221
2024
Q4 		$1.68M Buy
+5,100
New +$1.59M 0.2% 88
2024
Q3 		– Sell
-5,827
Closed -$999K – 285
2024
Q2 		$999K Buy
+5,827
New +$923K 0.16% 79

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

IBEX Wealth Advisors's GEV Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its GE Vernova (GEV) stake by 83% in Q2 2026, selling an estimated $8.88M and leaving 1,810 shares worth $2.13M. The position accounts for 0.17% of the portfolio, ranked #85.

IBEX Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.18M in Q1 2026. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • IBEX Wealth Advisors held 1,810 shares of GE Vernova worth $2.13M as of Q2 2026.
  • IBEX Wealth Advisors sold 8,703 GE Vernova shares in Q2 2026, an estimated $8.88M.
  • GE Vernova made up 0.17% of IBEX Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • IBEX Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 7 quarters since.
  • IBEX Wealth Advisors's GE Vernova position peaked at $9.18M in Q1 2026.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.