Rooted Wealth Advisors’s GE Vernova GEV Stock Holding History

Rooted 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	$231K	Sell	197 -21	-10%	-$21.4K	0.06%	132
2026 Q1	$216K	Buy	+218	New	+$170K	0.06%	139

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rooted Wealth Advisors's GEV Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its GE Vernova (GEV) stake by 9.6% in Q2 2026, selling an estimated $21.4K and leaving 197 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #132.

Rooted Wealth 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.

Rooted Wealth Advisors held 197 shares of GE Vernova worth $231K as of Q2 2026.
Rooted Wealth Advisors sold 21 GE Vernova shares in Q2 2026, an estimated $21.4K.
GE Vernova made up 0.06% of Rooted Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Rooted Wealth 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 Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.