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Sage Mountain Advisors’s GE Vernova GEV Stock Holding History

Sage Mountain 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 		$273K Buy
+232
New +$237K 0.02% 191
2026
Q1 		– Sell
-2,080
Closed -$1.36M – 569
2025
Q4 		$1.36M Buy
2,080
+69
+3% +$42K 0.07% 136
2025
Q3 		$1.24M Buy
2,011
+89
+5% +$53.9K 0.07% 139
2025
Q2 		$1.02M Buy
1,922
+273
+17% +$114K 0.07% 140
2025
Q1 		$504K Buy
1,649
+10
+0.6% +$3.49K 0.04% 221
2024
Q4 		$539K Buy
1,639
+60
+4% +$18.8K 0.04% 199
2024
Q3 		$403K Buy
1,579
+98
+7% +$18.8K 0.03% 238
2024
Q2 		$254K Buy
+1,481
New +$235K 0.02% 293

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

Sage Mountain Advisors's GEV Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in GE Vernova (GEV) in Q2 2026: 232 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in GEV as recently as Q4 2025.

Sage Mountain Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2025. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Sage Mountain Advisors held 232 shares of GE Vernova worth $273K as of Q2 2026.
  • GE Vernova was a new Sage Mountain Advisors position in Q2 2026.
  • GE Vernova made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #191 holding.
  • Sage Mountain Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • Sage Mountain Advisors's GE Vernova position peaked at $1.36M in Q4 2025.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.