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Roehl & Yi Investment Advisors’s GE Vernova GEV Stock Holding History

Roehl & Yi 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 		$371K Buy
316
+67
+27% +$68.4K 0.12% 132
2026
Q1 		$217K Buy
+249
New +$194K 0.08% 162

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

Roehl & Yi Investment Advisors's GEV Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its GE Vernova (GEV) stake by 27% in Q2 2026, buying an estimated $68.4K and bringing the position to 316 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #132.

Roehl & Yi Investment Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Roehl & Yi Investment Advisors held 316 shares of GE Vernova worth $371K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 67 GE Vernova shares in Q2 2026, an estimated $68.4K.
  • GE Vernova made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Roehl & Yi Investment Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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