JFS Wealth Advisors’s GE Vernova GEV Stock Holding History

JFS 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	$260K	Buy	221 +1	+0.5%	+$1.02K	0.01%	308
2026 Q1	$192K	Sell	220 -26	-11%	-$20.3K	0.01%	334
2025 Q4	$161K	Buy	246 +61	+33%	+$37.2K	0.01%	341
2025 Q3	$114K	Hold	185	–	–	0.01%	396
2025 Q2	$97.9K	Sell	185 -29	-14%	-$12.1K	0.01%	372
2025 Q1	$65.3K	Sell	214 -68	-24%	-$23.7K	﹤0.01%	427
2024 Q4	$92.8K	Sell	282 -24	-8%	-$7.5K	0.01%	371
2024 Q3	$78K	Buy	306 +2	+0.7%	+$384	0.01%	398
2024 Q2	$52.1K	Buy	+304	New	+$48.2K	﹤0.01%	409

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

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

JFS Wealth Advisors increased its GE Vernova (GEV) stake by 0.45% in Q2 2026, buying an estimated $1.02K and bringing the position to 221 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #308.

JFS Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

JFS Wealth Advisors held 221 shares of GE Vernova worth $260K as of Q2 2026.
JFS Wealth Advisors bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
GE Vernova made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #308 holding.
JFS Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.