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United Capital Financial Advisors’s GE Vernova GEV Stock Holding History

United Capital 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 		$38.3M Sell
32,593
-4,195
-11% -$4.28M 0.21% 90
2026
Q1 		$32.1M Sell
36,788
-1,638
-4% -$1.28M 0.2% 101
2025
Q4 		$25.1M Buy
38,426
+5,261
+16% +$3.2M 0.15% 120
2025
Q3 		$20.4M Buy
33,165
+24,665
+290% +$14.9M 0.15% 127
2025
Q2 		$4.5M Buy
8,500
+324
+4% +$135K 0.04% 297
2025
Q1 		$2.5M Buy
8,176
+55
+0.7% +$19.2K 0.02% 382
2024
Q4 		$2.67M Sell
8,121
-1,853
-19% -$579K 0.02% 366
2024
Q3 		$2.54M Buy
9,974
+242
+2% +$46.5K 0.02% 366
2024
Q2 		$1.67M Buy
+9,732
New +$1.54M 0.01% 440

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

United Capital Financial Advisors reduced its GE Vernova (GEV) stake by 11% in Q2 2026, selling an estimated $4.28M and leaving 32,593 shares worth $38.3M. The position accounts for 0.21% of the portfolio, ranked #90.

United Capital Financial 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.

  • United Capital Financial Advisors held 32,593 shares of GE Vernova worth $38.3M as of Q2 2026.
  • United Capital Financial Advisors sold 4,195 GE Vernova shares in Q2 2026, an estimated $4.28M.
  • GE Vernova made up 0.21% of United Capital Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • United Capital Financial 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.