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Marshall & Sterling Wealth Advisors’s GE Vernova GEV Stock Holding History

Marshall & Sterling 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 		$44.7K Hold
38
– – 0.03% 158
2026
Q1 		$33.2K Hold
38
– – 0.02% 173
2025
Q4 		$24.8K Sell
38
-7
-16% -$4.26K 0.02% 185
2025
Q3 		$27.1K Hold
45
– – 0.02% 243
2025
Q2 		$23.3K Buy
45
+1
+2% +$416 0.02% 245
2025
Q1 		$13.4K Sell
44
-25
-36% -$8.72K 0.01% 282
2024
Q4 		$22.7K Buy
+69
New +$21.6K 0.02% 185

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

Marshall & Sterling Wealth Advisors's GEV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 38 shares worth $44.7K. The position accounts for 0.03% of the portfolio, ranked #158.

Marshall & Sterling Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 38 shares of GE Vernova worth $44.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.