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Soltis Investment Advisors’s GE Vernova GEV Stock Holding History

Soltis Investment 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 		$10.8M Buy
9,182
+742
+9% +$757K 0.6% 35
2026
Q1 		$7.37M Buy
8,440
+5,099
+153% +$3.98M 0.46% 53
2025
Q4 		$2.18M Buy
3,341
+227
+7% +$138K 0.14% 135
2025
Q3 		$1.91M Buy
3,114
+173
+6% +$105K 0.13% 144
2025
Q2 		$1.56M Buy
2,941
+592
+25% +$246K 0.12% 146
2025
Q1 		$717K Sell
2,349
-100
-4% -$34.9K 0.06% 197
2024
Q4 		$806K Buy
2,449
+654
+36% +$204K 0.07% 187
2024
Q3 		$458K Buy
1,795
+23
+1% +$4.42K 0.04% 232
2024
Q2 		$304K Buy
+1,772
New +$281K 0.03% 259

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

Soltis Investment Advisors's GEV Position: Q2 2026 in Review

Soltis Investment Advisors increased its GE Vernova (GEV) stake by 8.8% in Q2 2026, buying an estimated $757K and bringing the position to 9,182 shares worth $10.8M. The position accounts for 0.6% of the portfolio, ranked #35.

Soltis Investment 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.

  • Soltis Investment Advisors held 9,182 shares of GE Vernova worth $10.8M as of Q2 2026.
  • Soltis Investment Advisors bought 742 GE Vernova shares in Q2 2026, an estimated $757K.
  • GE Vernova made up 0.6% of Soltis Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Soltis Investment 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 Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.