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Naples Global Advisors’s GE Vernova GEV Stock Holding History

Naples Global 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 		$482K Buy
410
+12
+3% +$12.2K 0.03% 345
2026
Q1 		$348K Buy
398
+22
+6% +$17.2K 0.03% 372
2025
Q4 		$245K Hold
376
– – 0.02% 406
2025
Q3 		$231K Buy
+376
New +$228K 0.02% 415

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

Naples Global Advisors's GEV Position: Q2 2026 in Review

Naples Global Advisors increased its GE Vernova (GEV) stake by 3% in Q2 2026, buying an estimated $12.2K and bringing the position to 410 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #345.

Naples Global Advisors first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Naples Global Advisors held 410 shares of GE Vernova worth $482K as of Q2 2026.
  • Naples Global Advisors bought 12 GE Vernova shares in Q2 2026, an estimated $12.2K.
  • GE Vernova made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #345 holding.
  • Naples Global Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.