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New England Capital Financial Advisors’s GE Vernova GEV Stock Holding History

New England Capital Financial 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 		$328K Buy
279
+39
+16% +$39.8K 0.08% 49
2026
Q1 		$209K Hold
240
– – 0.06% 57
2025
Q4 		$157K Buy
240
+120
+100% +$73.1K 0.06% 69
2025
Q3 		$73.6K Buy
120
+1
+0.8% +$606 0.03% 101
2025
Q2 		$63.2K Buy
119
+9
+8% +$3.75K 0.03% 103
2025
Q1 		$33.7K Hold
110
– – 0.02% 136
2024
Q4 		$36.1K Sell
110
-62
-36% -$19.4K 0.02% 133
2024
Q3 		$43.8K Hold
172
– – 0.02% 120
2024
Q2 		$29.5K Buy
+172
New +$27.3K 0.02% 146

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

New England Capital Financial Advisors's GEV Position: Q2 2026 in Review

New England Capital Financial Advisors increased its GE Vernova (GEV) stake by 16% in Q2 2026, buying an estimated $39.8K and bringing the position to 279 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #49.

New England Capital Financial Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • New England Capital Financial Advisors held 279 shares of GE Vernova worth $328K as of Q2 2026.
  • New England Capital Financial Advisors bought 39 GE Vernova shares in Q2 2026, an estimated $39.8K.
  • GE Vernova made up 0.08% of New England Capital Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • New England Capital Financial Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.