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Opal Wealth Advisors’s GE Vernova GEV Stock Holding History

Opal Wealth 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 		$320K Buy
273
+9
+3% +$9.19K 0.07% 155
2026
Q1 		$230K Sell
264
-71
-21% -$55.4K 0.05% 188
2025
Q4 		$219K Buy
+335
New +$204K 0.06% 189
2025
Q3 		– Sell
-308
Closed -$163K – 569
2025
Q2 		$163K Buy
308
+16
+5% +$6.66K 0.05% 217
2025
Q1 		$89.1K Buy
+292
New +$102K 0.03% 287
2024
Q3 		– Sell
-254
Closed -$43.6K – 1215
2024
Q2 		$43.6K Buy
+254
New +$40.3K 0.01% 373

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

Opal Wealth Advisors's GEV Position: Q2 2026 in Review

Opal Wealth Advisors increased its GE Vernova (GEV) stake by 3.4% in Q2 2026, buying an estimated $9.19K and bringing the position to 273 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #155.

Opal Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Opal Wealth Advisors held 273 shares of GE Vernova worth $320K as of Q2 2026.
  • Opal Wealth Advisors bought 9 GE Vernova shares in Q2 2026, an estimated $9.19K.
  • GE Vernova made up 0.07% of Opal Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Opal Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.