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Strategic Wealth Advisors’s GE Vernova GEV Stock Holding History

Strategic Wealth 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 		$35K Buy
54
+2
+4% +$2.04K 0.03% 125
2026
Q1 		$45K Sell
52
-2
-4% -$1.56K 0.04% 112
2025
Q4 		$35K Buy
+54
New +$32.9K 0.03% 125

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

Strategic Wealth Advisors's GEV Position: Q2 2026 in Review

Strategic Wealth Advisors increased its GE Vernova (GEV) stake by 3.8% in Q2 2026, buying an estimated $2.04K and bringing the position to 54 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #125.

Strategic Wealth Advisors first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $45K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Strategic Wealth Advisors held 54 shares of GE Vernova worth $35K as of Q2 2026.
  • Strategic Wealth Advisors bought 2 GE Vernova shares in Q2 2026, an estimated $2.04K.
  • GE Vernova made up 0.03% of Strategic Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Strategic Wealth Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's GE Vernova position peaked at $45K in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.