TLA
GEV icon

Tanglewood Legacy Advisors’s GE Vernova GEV Stock Holding History

Tanglewood Legacy 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 		$741K Hold
631
– – 0.24% 58
2026
Q1 		$551K Hold
631
– – 0.2% 67
2025
Q4 		$412K Hold
631
– – 0.15% 76
2025
Q3 		$388K Hold
631
– – 0.15% 76
2025
Q2 		$334K Hold
631
– – 0.14% 77
2025
Q1 		$193K Sell
631
-6
-0.9% -$2.09K 0.08% 92
2024
Q4 		$210K Hold
637
– – 0.09% 88
2024
Q3 		$162K Hold
637
– – 0.07% 97
2024
Q2 		$109K Buy
+637
New +$101K 0.05% 114

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

Tanglewood Legacy Advisors's GEV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 631 shares worth $741K. The position accounts for 0.24% of the portfolio, ranked #58.

Tanglewood Legacy 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.

  • Tanglewood Legacy Advisors held 631 shares of GE Vernova worth $741K as of Q2 2026.
  • Tanglewood Legacy Advisors left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.24% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #58 holding.
  • Tanglewood Legacy 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 Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.