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SFMG Wealth Advisors’s GE Vernova GEV Stock Holding History

SFMG 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 		$1.28M Buy
1,090
+408
+60% +$416K 0.08% 108
2026
Q1 		$595K Sell
682
-117
-15% -$91.3K 0.04% 166
2025
Q4 		$522K Sell
799
-14
-2% -$8.53K 0.04% 181
2025
Q3 		$500K Buy
813
+237
+41% +$144K 0.03% 174
2025
Q2 		$305K Buy
+576
New +$240K 0.02% 209

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

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

SFMG Wealth Advisors increased its GE Vernova (GEV) stake by 60% in Q2 2026, buying an estimated $416K and bringing the position to 1,090 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #108.

SFMG 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.

  • SFMG Wealth Advisors held 1,090 shares of GE Vernova worth $1.28M as of Q2 2026.
  • SFMG Wealth Advisors bought 408 GE Vernova shares in Q2 2026, an estimated $416K.
  • GE Vernova made up 0.08% of SFMG Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • SFMG 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 SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.