United Asset Strategies’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$377K Buy
321
+6
+2% +$6.12K 0.03% 221
2026
Q1
$275K Sell
315
-33
-9% -$25.7K 0.02% 233
2025
Q4
$228K Buy
+348
New +$212K 0.02% 247

Other funds holding GEV

United Asset Strategies's GEV Position: Q2 2026 in Review

United Asset Strategies increased its GE Vernova (GEV) stake by 1.9% in Q2 2026, buying an estimated $6.12K and bringing the position to 321 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #221.

United Asset Strategies first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • United Asset Strategies held 321 shares of GE Vernova worth $377K as of Q2 2026.
  • United Asset Strategies bought 6 GE Vernova shares in Q2 2026, an estimated $6.12K.
  • GE Vernova made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #221 holding.
  • United Asset Strategies first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.