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Principia Wealth Advisory’s GE Vernova GEV Stock Holding History

Principia Wealth Advisory’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 		$29.4K Buy
25
+2
+9% +$2.04K 0.01% 153
2026
Q1 		$20.1K Buy
23
+1
+5% +$780 0.01% 160
2025
Q4 		$14.4K Buy
22
+1
+5% +$609 0.01% 171
2025
Q3 		$12.9K Buy
21
+2
+11% +$1.21K 0.01% 182
2025
Q2 		$10.1K Buy
19
+4
+27% +$1.67K 0.01% 165
2025
Q1 		$4.9K Buy
15
+8
+114% +$2.79K ﹤0.01% 180
2024
Q4 		$2.3K Buy
+7
New +$2.19K ﹤0.01% 226

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

Principia Wealth Advisory's GEV Position: Q2 2026 in Review

Principia Wealth Advisory increased its GE Vernova (GEV) stake by 8.7% in Q2 2026, buying an estimated $2.04K and bringing the position to 25 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Principia Wealth Advisory first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Principia Wealth Advisory held 25 shares of GE Vernova worth $29.4K as of Q2 2026.
  • Principia Wealth Advisory bought 2 GE Vernova shares in Q2 2026, an estimated $2.04K.
  • GE Vernova made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #153 holding.
  • Principia Wealth Advisory first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.