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Sierra Summit Advisors’s GE Vernova GEV Stock Holding History

Sierra Summit 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 		$22.3M Buy
19,002
+712
+4% +$727K 2.49% 11
2026
Q1 		$16M Sell
18,290
-14,027
-43% -$10.9M 2.32% 10
2025
Q4 		$21.1M Buy
32,317
+342
+1% +$208K 3.24% 5
2025
Q3 		$19.7M Buy
31,975
+1,421
+5% +$861K 3% 6
2025
Q2 		$16.2M Buy
30,554
+4,650
+18% +$1.94M 2.88% 7
2025
Q1 		$7.91M Sell
25,904
-868
-3% -$303K 1.71% 23
2024
Q4 		$8.81M Sell
26,772
-10,212
-28% -$3.19M 1.77% 23
2024
Q3 		$9.43M Sell
36,984
-9,803
-21% -$1.88M 2.17% 18
2024
Q2 		$8.02M Buy
+46,787
New +$7.41M 1.99% 22

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

Sierra Summit Advisors's GEV Position: Q2 2026 in Review

Sierra Summit Advisors increased its GE Vernova (GEV) stake by 3.9% in Q2 2026, buying an estimated $727K and bringing the position to 19,002 shares worth $22.3M. The position accounts for 2.49% of the portfolio, ranked #11.

Sierra Summit 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.

  • Sierra Summit Advisors held 19,002 shares of GE Vernova worth $22.3M as of Q2 2026.
  • Sierra Summit Advisors bought 712 GE Vernova shares in Q2 2026, an estimated $727K.
  • GE Vernova made up 2.49% of Sierra Summit Advisors's portfolio in Q2 2026, its #11 holding.
  • Sierra Summit 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 Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.