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Sound View Wealth Advisors Group’s GE Vernova GEV Stock Holding History

Sound View Wealth Advisors Group’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 		$1.23M Buy
1,044
+38
+4% +$38.8K 0.08% 172
2026
Q1 		$878K Sell
1,006
-28
-3% -$21.8K 0.06% 207
2025
Q4 		$676K Sell
1,034
-73
-7% -$44.5K 0.05% 239
2025
Q3 		$681K Buy
1,107
+39
+4% +$23.6K 0.05% 242
2025
Q2 		$565K Buy
1,068
+1
+0.1% +$416 0.04% 253
2025
Q1 		$326K Buy
1,067
+111
+12% +$38.7K 0.03% 318
2024
Q4 		$314K Buy
956
+80
+9% +$25K 0.03% 332
2024
Q3 		$223K Buy
+876
New +$168K 0.02% 384

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

Sound View Wealth Advisors Group's GEV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its GE Vernova (GEV) stake by 3.8% in Q2 2026, buying an estimated $38.8K and bringing the position to 1,044 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #172.

Sound View Wealth Advisors Group 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.

  • Sound View Wealth Advisors Group held 1,044 shares of GE Vernova worth $1.23M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 38 GE Vernova shares in Q2 2026, an estimated $38.8K.
  • GE Vernova made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #172 holding.
  • Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.