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Kingswood Wealth Advisors’s GE Vernova GEV Stock Holding History

Kingswood 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 		$5.79M Buy
4,926
+245
+5% +$250K 0.23% 102
2026
Q1 		$4.09M Sell
4,681
-494
-10% -$385K 0.19% 124
2025
Q4 		$3.38M Buy
5,175
+1,066
+26% +$649K 0.16% 142
2025
Q3 		$2.53M Buy
4,109
+376
+10% +$228K 0.15% 146
2025
Q2 		$1.98M Buy
3,733
+374
+11% +$156K 0.16% 142
2025
Q1 		$1.03M Buy
3,359
+877
+35% +$306K 0.09% 236
2024
Q4 		$817K Sell
2,482
-6,452
-72% -$2.02M 0.06% 316
2024
Q3 		$2.28M Buy
8,934
+460
+5% +$88.3K 0.16% 144
2024
Q2 		$1.45M Buy
+8,474
New +$1.34M 0.13% 165

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

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

Kingswood Wealth Advisors increased its GE Vernova (GEV) stake by 5.2% in Q2 2026, buying an estimated $250K and bringing the position to 4,926 shares worth $5.79M. The position accounts for 0.23% of the portfolio, ranked #102.

Kingswood Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Kingswood Wealth Advisors held 4,926 shares of GE Vernova worth $5.79M as of Q2 2026.
  • Kingswood Wealth Advisors bought 245 GE Vernova shares in Q2 2026, an estimated $250K.
  • GE Vernova made up 0.23% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Kingswood Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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