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Legacy Financial Advisors’s GE Vernova GEV Stock Holding History

Legacy Financial 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 		$3.03M Buy
2,575
+41
+2% +$41.8K 0.37% 51
2026
Q1 		$2.21M Buy
2,534
+203
+9% +$158K 0.31% 53
2025
Q4 		$1.52M Buy
2,331
+69
+3% +$42K 0.21% 81
2025
Q3 		$1.39M Buy
2,262
+148
+7% +$89.7K 0.19% 89
2025
Q2 		$1.12M Buy
2,114
+8
+0.4% +$3.33K 0.17% 96
2025
Q1 		$643K Buy
2,106
+51
+2% +$17.8K 0.11% 159
2024
Q4 		$676K Buy
2,055
+58
+3% +$18.1K 0.11% 153
2024
Q3 		$509K Buy
1,997
+48
+2% +$9.22K 0.09% 193
2024
Q2 		$334K Buy
+1,949
New +$309K 0.06% 238

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 $3.38T AUM 44.17% 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

Legacy Financial Advisors's GEV Position: Q2 2026 in Review

Legacy Financial Advisors increased its GE Vernova (GEV) stake by 1.6% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,575 shares worth $3.03M. The position accounts for 0.37% of the portfolio, ranked #51.

Legacy Financial Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Legacy Financial Advisors held 2,575 shares of GE Vernova worth $3.03M as of Q2 2026.
  • Legacy Financial Advisors bought 41 GE Vernova shares in Q2 2026, an estimated $41.8K.
  • GE Vernova made up 0.37% of Legacy Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Legacy Financial Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.