RFG Advisory’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Buy
1,018
+259
+34% +$264K 0.02% 511
2026
Q1
$662K Buy
759
+125
+20% +$97.5K 0.01% 658
2025
Q4
$414K Buy
634
+13
+2% +$7.92K 0.01% 760
2025
Q3
$382K Buy
621
+117
+23% +$70.9K 0.01% 757
2025
Q2
$267K Buy
+504
New +$210K 0.01% 815
2025
Q1
Sell
-665
Closed -$219K 909
2024
Q4
$219K Buy
+665
New +$208K 0.01% 733

Other funds holding GEV

RFG Advisory's GEV Position: Q2 2026 in Review

RFG Advisory increased its GE Vernova (GEV) stake by 34% in Q2 2026, buying an estimated $264K and bringing the position to 1,018 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #511.

RFG Advisory first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • RFG Advisory held 1,018 shares of GE Vernova worth $1.2M as of Q2 2026.
  • RFG Advisory bought 259 GE Vernova shares in Q2 2026, an estimated $264K.
  • GE Vernova made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #511 holding.
  • RFG Advisory first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.