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UP Strategic Wealth Investment Advisors’s GE Vernova GEV Stock Holding History

UP Strategic Wealth Investment 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 		$201K Hold
197
– – 0.12% 102
2026
Q1 		$206K Buy
+197
New +$154K 0.13% 92

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

UP Strategic Wealth Investment Advisors's GEV Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its GE Vernova (GEV) position steady in Q2 2026 at 197 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #102.

UP Strategic Wealth Investment Advisors first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. The position peaked at $206K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 197 shares of GE Vernova worth $201K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.12% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • UP Strategic Wealth Investment Advisors's GE Vernova position peaked at $206K in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.