New Wave Wealth Advisors’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
$1.97M Buy
1,680
+377
+29% +$385K 0.54% 46
2026
Q1
$1.14M Buy
1,303
+252
+24% +$197K 0.39% 53
2025
Q4
$687K Sell
1,051
-42
-4% -$25.6K 0.25% 74
2025
Q3
$672K Buy
1,093
+325
+42% +$197K 0.26% 69
2025
Q2
$406K Buy
768
+3
+0.4% +$1.25K 0.17% 80
2025
Q1
$234K Buy
765
+524
+217% +$183K 0.1% 118
2024
Q4
$79.3K Buy
+241
New +$75.3K 0.03% 192

Other funds holding GEV

New Wave Wealth Advisors's GEV Position: Q2 2026 in Review

New Wave Wealth Advisors increased its GE Vernova (GEV) stake by 29% in Q2 2026, buying an estimated $385K and bringing the position to 1,680 shares worth $1.97M. The position accounts for 0.54% of the portfolio, ranked #46.

New Wave Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • New Wave Wealth Advisors held 1,680 shares of GE Vernova worth $1.97M as of Q2 2026.
  • New Wave Wealth Advisors bought 377 GE Vernova shares in Q2 2026, an estimated $385K.
  • GE Vernova made up 0.54% of New Wave Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • New Wave Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 1,353 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.