Invera Wealth Advisors’s GE Vernova GEV Stock Holding History

Invera 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	$2.38M	Buy	2,022 +144	+8%	+$147K	1.27%	25
2026 Q1	$1.64M	Sell	1,878 -151	-7%	-$118K	1.05%	30
2025 Q4	$1.33M	Sell	2,029 -208	-9%	-$127K	0.84%	36
2025 Q3	$1.38M	Sell	2,237 -95	-4%	-$57.6K	0.85%	39
2025 Q2	$1.23M	Buy	+2,332	New	+$971K	0.8%	42

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

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

Invera Wealth Advisors increased its GE Vernova (GEV) stake by 7.7% in Q2 2026, buying an estimated $147K and bringing the position to 2,022 shares worth $2.38M. The position accounts for 1.27% of the portfolio, ranked #25.

Invera Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,451 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Invera Wealth Advisors held 2,022 shares of GE Vernova worth $2.38M as of Q2 2026.
Invera Wealth Advisors bought 144 GE Vernova shares in Q2 2026, an estimated $147K.
GE Vernova made up 1.27% of Invera Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Invera Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
3,451 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.