SageView Advisory Group’s GE Vernova GEV Stock Holding History

SageView Advisory Group’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	$3.61M	Buy	3,070 +65	+2%	+$66.3K	0.12%	111
2026 Q1	$2.62M	Buy	3,005 +345	+13%	+$269K	0.1%	115
2025 Q4	$1.74M	Sell	2,660 -112	-4%	-$68.2K	0.06%	171
2025 Q3	$1.7M	Sell	2,772 -283	-9%	-$171K	0.06%	185
2025 Q2	$1.98M	Buy	3,055 +1,209	+65%	+$503K	0.07%	135
2025 Q1	$564K	Sell	1,846 -714	-28%	-$249K	0.02%	325
2024 Q4	$842K	Buy	2,560 +683	+36%	+$214K	0.04%	249
2024 Q3	$479K	Buy	1,877 +698	+59%	+$134K	0.02%	305
2024 Q2	$202K	Buy	+1,179	New	+$187K	0.01%	541

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

SageView Advisory Group's GEV Position: Q2 2026 in Review

SageView Advisory Group increased its GE Vernova (GEV) stake by 2.2% in Q2 2026, buying an estimated $66.3K and bringing the position to 3,070 shares worth $3.61M. The position accounts for 0.12% of the portfolio, ranked #111.

SageView Advisory Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,454 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

SageView Advisory Group held 3,070 shares of GE Vernova worth $3.61M as of Q2 2026.
SageView Advisory Group bought 65 GE Vernova shares in Q2 2026, an estimated $66.3K.
GE Vernova made up 0.12% of SageView Advisory Group's portfolio in Q2 2026, its #111 holding.
SageView Advisory Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,454 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.