Steward Partners Investment Advisory’s GE Vernova GEV Stock Holding History

Steward Partners Investment Advisory’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	$88.6M	Sell	75,411 -1,645	-2%	-$1.68M	0.45%	37
2026 Q1	$67.3M	Buy	77,056 +10,369	+16%	+$8.09M	0.34%	54
2025 Q4	$43.6M	Buy	66,687 +3,667	+6%	+$2.23M	0.24%	83
2025 Q3	$38.8M	Buy	63,020 +25,210	+67%	+$15.3M	0.22%	86
2025 Q2	$20M	Buy	37,810 +22,574	+148%	+$9.4M	0.16%	127
2025 Q1	$4.65M	Sell	15,236 -163	-1%	-$56.8K	0.04%	420
2024 Q4	$5.07M	Buy	15,399 +1,075	+8%	+$336K	0.04%	370
2024 Q3	$3.65M	Sell	14,324 -116	-0.8%	-$22.3K	0.03%	452
2024 Q2	$2.48M	Buy	+14,440	New	+$2.29M	0.03%	519

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Steward Partners Investment Advisory's GEV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its GE Vernova (GEV) stake by 2.1% in Q2 2026, selling an estimated $1.68M and leaving 75,411 shares worth $88.6M. The position accounts for 0.45% of the portfolio, ranked #37.

Steward Partners Investment Advisory first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Steward Partners Investment Advisory held 75,411 shares of GE Vernova worth $88.6M as of Q2 2026.
Steward Partners Investment Advisory sold 1,645 GE Vernova shares in Q2 2026, an estimated $1.68M.
GE Vernova made up 0.45% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #37 holding.
Steward Partners Investment Advisory first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.