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Regal Investment Advisors’s GE Vernova GEV Stock Holding History

Regal 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 		$1.71M Buy
1,457
+166
+13% +$169K 0.09% 226
2026
Q1 		$1.13M Buy
1,291
+199
+18% +$155K 0.07% 268
2025
Q4 		$713K Buy
1,092
+197
+22% +$120K 0.04% 350
2025
Q3 		$550K Sell
895
-3
-0.3% -$1.82K 0.04% 363
2025
Q2 		$475K Buy
+898
New +$374K 0.04% 348
2025
Q1 		– Sell
-777
Closed -$256K – 496
2024
Q4 		$256K Buy
+777
New +$243K 0.02% 438

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

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

Regal Investment Advisors increased its GE Vernova (GEV) stake by 13% in Q2 2026, buying an estimated $169K and bringing the position to 1,457 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #226.

Regal Investment Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,454 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Regal Investment Advisors held 1,457 shares of GE Vernova worth $1.71M as of Q2 2026.
  • Regal Investment Advisors bought 166 GE Vernova shares in Q2 2026, an estimated $169K.
  • GE Vernova made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #226 holding.
  • Regal Investment Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,454 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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