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Mount Yale Investment Advisors’s GE Vernova GEV Stock Holding History

Mount Yale 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 		$9.06M Buy
7,713
+333
+5% +$340K 0.17% 140
2026
Q1 		$6.44M Buy
7,380
+2,060
+39% +$1.61M 0.15% 153
2025
Q4 		$3.48M Buy
5,320
+3,508
+194% +$2.14M 0.17% 131
2025
Q3 		$1.11M Buy
1,812
+1,533
+549% +$929K 0.08% 261
2025
Q2 		$147K Buy
+279
New +$116K 0.01% 597

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

Mount Yale Investment Advisors's GEV Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its GE Vernova (GEV) stake by 4.5% in Q2 2026, buying an estimated $340K and bringing the position to 7,713 shares worth $9.06M. The position accounts for 0.17% of the portfolio, ranked #140.

Mount Yale Investment Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,461 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Mount Yale Investment Advisors held 7,713 shares of GE Vernova worth $9.06M as of Q2 2026.
  • Mount Yale Investment Advisors bought 333 GE Vernova shares in Q2 2026, an estimated $340K.
  • GE Vernova made up 0.17% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • Mount Yale Investment Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,461 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.