PWMA
GEV icon

Pension & Wealth Management Advisors’s GE Vernova GEV Stock Holding History

Pension & Wealth Management 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 		$115K Buy
97
+36
+59% +$36.7K 0.03% 234
2026
Q1 		$53.7K Buy
61
+2
+3% +$1.56K 0.02% 289
2025
Q4 		$38.9K Buy
59
+3
+5% +$1.83K 0.01% 327
2025
Q3 		$34.8K Buy
56
+32
+133% +$19.4K 0.01% 318
2025
Q2 		$13K Hold
24
– – ﹤0.01% 345
2025
Q1 		$7.48K Sell
24
-6
-20% -$2.09K ﹤0.01% 376
2024
Q4 		$9.98K Buy
30
+27
+900% +$8.44K ﹤0.01% 364
2024
Q3 		$765 Sell
3
-3
-50% -$576 ﹤0.01% 344
2024
Q2 		$1.03K Buy
+6
New +$951 ﹤0.01% 331

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pension & Wealth Management Advisors's GEV Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its GE Vernova (GEV) stake by 59% in Q2 2026, buying an estimated $36.7K and bringing the position to 97 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #234.

Pension & Wealth Management Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,291 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Pension & Wealth Management Advisors held 97 shares of GE Vernova worth $115K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 36 GE Vernova shares in Q2 2026, an estimated $36.7K.
  • GE Vernova made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #234 holding.
  • Pension & Wealth Management Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,291 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.