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Moneta Group Investment Advisors’s GE Vernova GEV Stock Holding History

Moneta Group Investment 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 		$9.15M Buy
7,791
+2,974
+62% +$3.04M 0.07% 124
2026
Q1 		$4.2M Sell
4,817
-1,251
-21% -$976K 0.03% 183
2025
Q4 		$3.97M Buy
6,068
+376
+7% +$229K 0.03% 190
2025
Q3 		$3.5M Sell
5,692
-745
-12% -$451K 0.03% 197
2025
Q2 		$3.41M Buy
6,437
+1,717
+36% +$715K 0.04% 167
2025
Q1 		$1.44M Sell
4,720
-831
-15% -$290K 0.02% 245
2024
Q4 		$1.83M Buy
5,551
+665
+14% +$208K 0.03% 220
2024
Q3 		$1.25M Buy
4,886
+394
+9% +$75.7K 0.02% 256
2024
Q2 		$770K Buy
+4,492
New +$712K 0.01% 307

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

Moneta Group Investment Advisors's GEV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its GE Vernova (GEV) stake by 62% in Q2 2026, buying an estimated $3.04M and bringing the position to 7,791 shares worth $9.15M. The position accounts for 0.07% of the portfolio, ranked #124.

Moneta Group Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,451 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Moneta Group Investment Advisors held 7,791 shares of GE Vernova worth $9.15M as of Q2 2026.
  • Moneta Group Investment Advisors bought 2,974 GE Vernova shares in Q2 2026, an estimated $3.04M.
  • GE Vernova made up 0.07% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • Moneta Group Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,451 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.