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Perennial Investment Advisors’s GE Vernova GEV Stock Holding History

Perennial Investment 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 		$1.93M Sell
1,644
-136
-8% -$139K 0.13% 142
2026
Q1 		$1.55M Sell
1,780
-356
-17% -$278K 0.12% 141
2025
Q4 		$1.4M Buy
2,136
+8
+0.4% +$4.87K 0.11% 153
2025
Q3 		$1.31M Sell
2,128
-54
-2% -$32.7K 0.11% 161
2025
Q2 		$1.15M Buy
2,182
+9
+0.4% +$3.75K 0.11% 164
2025
Q1 		$664K Sell
2,173
-6
-0.3% -$2.09K 0.07% 204
2024
Q4 		$717K Sell
2,179
-2
-0.1% -$625 0.08% 183
2024
Q3 		$556K Buy
+2,181
New +$419K 0.07% 198

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

Perennial Investment Advisors's GEV Position: Q2 2026 in Review

Perennial Investment Advisors reduced its GE Vernova (GEV) stake by 7.6% in Q2 2026, selling an estimated $139K and leaving 1,644 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #142.

Perennial Investment Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,455 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Perennial Investment Advisors held 1,644 shares of GE Vernova worth $1.93M as of Q2 2026.
  • Perennial Investment Advisors sold 136 GE Vernova shares in Q2 2026, an estimated $139K.
  • GE Vernova made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Perennial Investment Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,455 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.