J.W. Cole Advisors’s GE Vernova GEV Stock Holding History

J.W. Cole 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	$18.7M	Sell	15,930 -1,965	-11%	-$2.01M	0.32%	51
2026 Q1	$15.6M	Buy	17,895 +301	+2%	+$235K	0.53%	33
2025 Q4	$9.45M	Buy	17,594 +1,347	+8%	+$820K	0.23%	91
2025 Q3	$9.99M	Buy	16,247 +3,278	+25%	+$1.99M	0.19%	105
2025 Q2	$6.86M	Buy	12,969 +486	+4%	+$202K	0.15%	145
2025 Q1	$3.81M	Buy	12,483 +7,816	+167%	+$2.73M	0.12%	178
2024 Q4	$1.54M	Buy	4,667 +1,244	+36%	+$389K	0.06%	307
2024 Q3	$873K	Buy	3,423 +67	+2%	+$12.9K	0.04%	427
2024 Q2	$576K	Buy	+3,356	New	+$532K	0.03%	490

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

J.W. Cole Advisors's GEV Position: Q2 2026 in Review

J.W. Cole Advisors reduced its GE Vernova (GEV) stake by 11% in Q2 2026, selling an estimated $2.01M and leaving 15,930 shares worth $18.7M. The position accounts for 0.32% of the portfolio, ranked #51.

J.W. Cole Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

J.W. Cole Advisors held 15,930 shares of GE Vernova worth $18.7M as of Q2 2026.
J.W. Cole Advisors sold 1,965 GE Vernova shares in Q2 2026, an estimated $2.01M.
GE Vernova made up 0.32% of J.W. Cole Advisors's portfolio in Q2 2026, its #51 holding.
J.W. Cole Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.