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RFG - Bristol Wealth Advisors’s GE Vernova GEV Stock Holding History

RFG - Bristol 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 		$398K Sell
339
-6
-2% -$6.12K 0.1% 125
2026
Q1 		$301K Buy
345
+5
+1% +$3.9K 0.08% 145
2025
Q4 		$222K Buy
340
+8
+2% +$4.87K 0.06% 163
2025
Q3 		$204K Buy
+332
New +$201K 0.06% 170

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

RFG - Bristol Wealth Advisors's GEV Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its GE Vernova (GEV) stake by 1.7% in Q2 2026, selling an estimated $6.12K and leaving 339 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #125.

RFG - Bristol Wealth Advisors first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 339 shares of GE Vernova worth $398K as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 6 GE Vernova shares in Q2 2026, an estimated $6.12K.
  • GE Vernova made up 0.1% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • RFG - Bristol Wealth Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.