Physician Wealth Advisors’s GE Vernova GEV Stock Holding History

Physician 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	$597K	Buy	508 +20	+4%	+$20.4K	0.07%	105
2026 Q1	$426K	Buy	488 +130	+36%	+$101K	0.06%	116
2025 Q4	$234K	Buy	358 +26	+8%	+$15.8K	0.03%	178
2025 Q3	$204K	Buy	332 +91	+38%	+$55.1K	0.03%	192
2025 Q2	$128K	Buy	241 +20	+9%	+$8.33K	0.02%	238
2025 Q1	$67.5K	Buy	221 +7	+3%	+$2.44K	0.01%	296
2024 Q4	$70.4K	Buy	+214	New	+$66.9K	0.01%	298

Other funds holding GEV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Physician Wealth Advisors increased its GE Vernova (GEV) stake by 4.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 508 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #105.

Physician Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 1,706 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Physician Wealth Advisors held 508 shares of GE Vernova worth $597K as of Q2 2026.
Physician Wealth Advisors bought 20 GE Vernova shares in Q2 2026, an estimated $20.4K.
GE Vernova made up 0.07% of Physician Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Physician Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
1,706 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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