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Strategies Wealth Advisors’s GE Vernova GEV Stock Holding History

Strategies 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 		$3.42M Sell
2,911
-82
-3% -$83.7K 0.31% 33
2026
Q1 		$2.61M Buy
2,993
+10
+0.3% +$7.8K 0.26% 35
2025
Q4 		$1.95M Buy
2,983
+122
+4% +$74.3K 0.2% 41
2025
Q3 		$1.76M Buy
2,861
+340
+13% +$206K 0.18% 40
2025
Q2 		$1.33M Buy
2,521
+682
+37% +$284K 0.15% 47
2025
Q1 		$561K Buy
1,839
+202
+12% +$70.4K 0.07% 83
2024
Q4 		$611K Buy
+1,637
New +$512K 0.08% 71

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

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

Strategies Wealth Advisors reduced its GE Vernova (GEV) stake by 2.7% in Q2 2026, selling an estimated $83.7K and leaving 2,911 shares worth $3.42M. The position accounts for 0.31% of the portfolio, ranked #33.

Strategies Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,457 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Strategies Wealth Advisors held 2,911 shares of GE Vernova worth $3.42M as of Q2 2026.
  • Strategies Wealth Advisors sold 82 GE Vernova shares in Q2 2026, an estimated $83.7K.
  • GE Vernova made up 0.31% of Strategies Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Strategies Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,457 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.