Sax Wealth Advisors’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Buy
1,251
+474
+61% +$484K 0.04% 217
2026
Q1
$508K Sell
777
-271
-26% -$211K 0.02% 287
2025
Q4
$685K Buy
1,048
+239
+30% +$146K 0.03% 247
2025
Q3
$497K Buy
809
+230
+40% +$139K 0.03% 273
2025
Q2
$306K Buy
+579
New +$241K 0.02% 332

Other funds holding GEV

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

Sax Wealth Advisors increased its GE Vernova (GEV) stake by 61% in Q2 2026, buying an estimated $484K and bringing the position to 1,251 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #217.

Sax Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Sax Wealth Advisors held 1,251 shares of GE Vernova worth $1.09M as of Q2 2026.
  • Sax Wealth Advisors bought 474 GE Vernova shares in Q2 2026, an estimated $484K.
  • GE Vernova made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Sax Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.