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Transamerica Financial Advisors’s GE Vernova GEV Stock Holding History

Transamerica Financial 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 		$17.4M Sell
14,814
-7,006
-32% -$7.15M 1.47% 8
2026
Q1 		$19M Sell
21,820
-705
-3% -$550K 1.62% 7
2025
Q4 		$14.7M Buy
22,525
+21,763
+2,856% +$13.3M 1.23% 15
2025
Q3 		$468K Buy
+762
New +$462K 0.04% 240

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

Transamerica Financial Advisors's GEV Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its GE Vernova (GEV) stake by 32% in Q2 2026, selling an estimated $7.15M and leaving 14,814 shares worth $17.4M. The position accounts for 1.47% of the portfolio, ranked #8.

Transamerica Financial Advisors first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $19M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Transamerica Financial Advisors held 14,814 shares of GE Vernova worth $17.4M as of Q2 2026.
  • Transamerica Financial Advisors sold 7,006 GE Vernova shares in Q2 2026, an estimated $7.15M.
  • GE Vernova made up 1.47% of Transamerica Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Transamerica Financial Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's GE Vernova position peaked at $19M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.