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Summit Trail Advisors’s GE Vernova GEV Stock Holding History

Summit Trail 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 		$12.3M Buy
10,437
+71
+0.7% +$72.5K 0.15% 85
2026
Q1 		$9.05M Buy
10,366
+1,649
+19% +$1.29M 0.13% 92
2025
Q4 		$5.7M Sell
8,717
-633
-7% -$386K 0.1% 108
2025
Q3 		$5.75M Sell
9,350
-41
-0.4% -$24.8K 0.08% 124
2025
Q2 		$4.97M Buy
9,391
+3,305
+54% +$1.38M 0.09% 121
2025
Q1 		$1.86M Buy
6,086
+1,582
+35% +$552K 0.06% 103
2024
Q4 		$1.48M Buy
4,504
+765
+20% +$239K 0.05% 104
2024
Q3 		$953K Buy
3,739
+459
+14% +$88.1K 0.02% 275
2024
Q2 		$563K Buy
+3,280
New +$520K 0.01% 346

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

Summit Trail Advisors's GEV Position: Q2 2026 in Review

Summit Trail Advisors increased its GE Vernova (GEV) stake by 0.68% in Q2 2026, buying an estimated $72.5K and bringing the position to 10,437 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #85.

Summit Trail Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Summit Trail Advisors held 10,437 shares of GE Vernova worth $12.3M as of Q2 2026.
  • Summit Trail Advisors bought 71 GE Vernova shares in Q2 2026, an estimated $72.5K.
  • GE Vernova made up 0.15% of Summit Trail Advisors's portfolio in Q2 2026, its #85 holding.
  • Summit Trail Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.