IAA
GEV icon

Independent Advisor Alliance’s GE Vernova GEV Stock Holding History

Independent Advisor Alliance’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 		$17.1M Buy
14,549
+871
+6% +$889K 0.4% 37
2026
Q1 		$11.9M Sell
13,678
-101
-0.7% -$78.8K 0.13% 147
2025
Q4 		$9.01M Sell
13,779
-297
-2% -$181K 0.22% 67
2025
Q3 		$8.66M Buy
14,076
+1,226
+10% +$743K 0.22% 68
2025
Q2 		$6.8M Buy
12,850
+3,512
+38% +$1.46M 0.2% 88
2025
Q1 		$2.85M Buy
9,338
+1,026
+12% +$358K 0.09% 200
2024
Q4 		$2.73M Buy
8,312
+3,237
+64% +$1.01M 0.04% 432
2024
Q3 		$1.29M Buy
5,075
+624
+14% +$120K 0.05% 284
2024
Q2 		$763K Buy
+4,451
New +$705K 0.03% 377

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

Independent Advisor Alliance's GEV Position: Q2 2026 in Review

Independent Advisor Alliance increased its GE Vernova (GEV) stake by 6.4% in Q2 2026, buying an estimated $889K and bringing the position to 14,549 shares worth $17.1M. The position accounts for 0.4% of the portfolio, ranked #37.

Independent Advisor Alliance first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Independent Advisor Alliance held 14,549 shares of GE Vernova worth $17.1M as of Q2 2026.
  • Independent Advisor Alliance bought 871 GE Vernova shares in Q2 2026, an estimated $889K.
  • GE Vernova made up 0.4% of Independent Advisor Alliance's portfolio in Q2 2026, its #37 holding.
  • Independent Advisor Alliance first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.