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Loring Wolcott & Coolidge Fiduciary Advisors’s GE Vernova GEV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$2.75M Sell
2,340
-80
-3% -$81.7K 0.03% 112
2026
Q1 		$2.4M Hold
2,420
– – 0.02% 115
2025
Q4 		$1.68M Buy
2,420
+22
+0.9% +$13.4K 0.02% 138
2025
Q3 		$1.43M Hold
2,398
– – 0.01% 143
2025
Q2 		$1.27M Sell
2,398
-58
-2% -$24.1K 0.01% 144
2025
Q1 		$825K Buy
2,456
+116
+5% +$40.5K 0.01% 168
2024
Q4 		$772K Sell
2,340
-943
-29% -$295K 0.01% 183
2024
Q3 		$975K Sell
3,283
-272
-8% -$52.2K 0.01% 168
2024
Q2 		$650K Buy
3,555
+61
+2% +$9.67K 0.01% 186
2024
Q1 		$478K Buy
+3,494
New +$468K ﹤0.01% 196

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's GEV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its GE Vernova (GEV) stake by 3.3% in Q2 2026, selling an estimated $81.7K and leaving 2,340 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #112.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,340 shares of GE Vernova worth $2.75M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 80 GE Vernova shares in Q2 2026, an estimated $81.7K.
  • GE Vernova made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #112 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.