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United Advisor Group’s GE Vernova GEV Stock Holding History

United Advisor Group’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 		$859K Buy
731
+180
+33% +$184K 0.09% 232
2026
Q1 		$481K Buy
551
+90
+20% +$70.2K 0.06% 295
2025
Q4 		$301K Buy
461
+66
+17% +$40.2K 0.04% 374
2025
Q3 		$243K Buy
395
+6
+2% +$3.63K 0.03% 408
2025
Q2 		$206K Buy
+389
New +$162K 0.04% 374

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

United Advisor Group's GEV Position: Q2 2026 in Review

United Advisor Group increased its GE Vernova (GEV) stake by 33% in Q2 2026, buying an estimated $184K and bringing the position to 731 shares worth $859K. The position accounts for 0.09% of the portfolio, ranked #232.

United Advisor Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • United Advisor Group held 731 shares of GE Vernova worth $859K as of Q2 2026.
  • United Advisor Group bought 180 GE Vernova shares in Q2 2026, an estimated $184K.
  • GE Vernova made up 0.09% of United Advisor Group's portfolio in Q2 2026, its #232 holding.
  • United Advisor Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.