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Sequoia Financial Advisors’s GE Vernova GEV Stock Holding History

Sequoia Financial 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 		$34M Sell
28,951
-205
-0.7% -$209K 0.17% 96
2026
Q1 		$25.5M Sell
29,156
-114
-0.4% -$88.9K 0.14% 109
2025
Q4 		$19.1M Buy
29,270
+957
+3% +$583K 0.11% 135
2025
Q3 		$17.4M Buy
28,313
+3,467
+14% +$2.1M 0.11% 135
2025
Q2 		$13.1M Buy
24,846
+1,498
+6% +$624K 0.09% 164
2025
Q1 		$7.13M Buy
23,348
+1,480
+7% +$516K 0.05% 227
2024
Q4 		$7.19M Buy
21,868
+1,160
+6% +$363K 0.07% 211
2024
Q3 		$5.28M Buy
20,708
+4,823
+30% +$926K 0.06% 213
2024
Q2 		$2.72M Buy
+15,885
New +$2.52M 0.03% 266

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

Sequoia Financial Advisors's GEV Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its GE Vernova (GEV) stake by 0.7% in Q2 2026, selling an estimated $209K and leaving 28,951 shares worth $34M. The position accounts for 0.17% of the portfolio, ranked #96.

Sequoia Financial Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Sequoia Financial Advisors held 28,951 shares of GE Vernova worth $34M as of Q2 2026.
  • Sequoia Financial Advisors sold 205 GE Vernova shares in Q2 2026, an estimated $209K.
  • GE Vernova made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Sequoia Financial Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.