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Northwest Financial Advisors’s GE Vernova GEV Stock Holding History

Northwest 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 		$280K Buy
238
+5
+2% +$5.1K 0.04% 67
2026
Q1 		$203K Buy
+233
New +$182K 0.39% 66
2024
Q4 		– Sell
-254
Closed -$64.8K – 568
2024
Q3 		$64.8K Buy
+254
New +$48.8K 0.05% 200

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

Northwest Financial Advisors's GEV Position: Q2 2026 in Review

Northwest Financial Advisors increased its GE Vernova (GEV) stake by 2.1% in Q2 2026, buying an estimated $5.1K and bringing the position to 238 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #67.

Northwest Financial Advisors first reported a position in GEV in Q3 2024 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Northwest Financial Advisors held 238 shares of GE Vernova worth $280K as of Q2 2026.
  • Northwest Financial Advisors bought 5 GE Vernova shares in Q2 2026, an estimated $5.1K.
  • GE Vernova made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Northwest Financial Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 3 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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