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Souders Financial Advisors’s GE Vernova GEV Stock Holding History

Souders 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 		$1.43M Buy
1,214
+72
+6% +$73.5K 0.14% 79
2026
Q1 		$997K Buy
1,142
+73
+7% +$57K 0.11% 91
2025
Q4 		$699K Sell
1,069
-3
-0.3% -$1.83K 0.08% 114
2025
Q3 		$659K Sell
1,072
-310
-22% -$188K 0.08% 115
2025
Q2 		$731K Buy
1,382
+176
+15% +$73.3K 0.09% 109
2025
Q1 		$368K Buy
1,206
+196
+19% +$68.3K 0.05% 143
2024
Q4 		$332K Sell
1,010
-217
-18% -$67.8K 0.05% 144
2024
Q3 		$313K Buy
+1,227
New +$236K 0.04% 142

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

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

Souders Financial Advisors increased its GE Vernova (GEV) stake by 6.3% in Q2 2026, buying an estimated $73.5K and bringing the position to 1,214 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #79.

Souders Financial Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Souders Financial Advisors held 1,214 shares of GE Vernova worth $1.43M as of Q2 2026.
  • Souders Financial Advisors bought 72 GE Vernova shares in Q2 2026, an estimated $73.5K.
  • GE Vernova made up 0.14% of Souders Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Souders Financial Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.