TWA
GEV icon

Trace Wealth Advisors’s GE Vernova GEV Stock Holding History

Trace 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 		$204K Buy
+174
New +$178K 0.13% 66
2026
Q1 		– Sell
-487
Closed -$318K – 75
2025
Q4 		$318K Hold
487
– – 0.23% 56
2025
Q3 		$299K Buy
+487
New +$295K 0.22% 56

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

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

Trace Wealth Advisors opened a new position in GE Vernova (GEV) in Q2 2026: 174 shares worth $204K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings. This is a return to the name: Trace Wealth Advisors previously reported a position in GEV as recently as Q4 2025.

Trace Wealth Advisors first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Trace Wealth Advisors held 174 shares of GE Vernova worth $204K as of Q2 2026.
  • GE Vernova was a new Trace Wealth Advisors position in Q2 2026.
  • GE Vernova made up 0.13% of Trace Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Trace Wealth Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • Trace Wealth Advisors's GE Vernova position peaked at $318K in Q4 2025.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.