N.E.W. Advisory Services’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$437K Buy
372
+21
+6% +$21.4K 0.03% 152
2026
Q1
$307K Buy
351
+12
+4% +$9.36K 0.02% 173
2025
Q4
$222K Sell
339
-69
-17% -$42K 0.02% 194
2025
Q3
$251K Sell
408
-34
-8% -$20.6K 0.02% 166
2025
Q2
$234K Sell
442
-185
-30% -$77K 0.02% 169
2025
Q1
$191K Buy
+627
New +$219K 0.01% 208

Other funds holding GEV

N.E.W. Advisory Services's GEV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its GE Vernova (GEV) stake by 6% in Q2 2026, buying an estimated $21.4K and bringing the position to 372 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #152.

N.E.W. Advisory Services first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 2,516 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • N.E.W. Advisory Services held 372 shares of GE Vernova worth $437K as of Q2 2026.
  • N.E.W. Advisory Services bought 21 GE Vernova shares in Q2 2026, an estimated $21.4K.
  • GE Vernova made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #152 holding.
  • N.E.W. Advisory Services first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 2,516 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.