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Valeo Financial Advisors’s GE Vernova GEV Stock Holding History

Valeo 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 		$6.46M Buy
5,496
+296
+6% +$302K 0.14% 75
2026
Q1 		$4.54M Sell
5,200
-1,928
-27% -$1.5M 0.11% 89
2025
Q4 		$4.66M Buy
7,128
+85
+1% +$51.8K 0.1% 95
2025
Q3 		$4.33M Sell
7,043
-88
-1% -$53.3K 0.1% 103
2025
Q2 		$3.77M Buy
7,131
+86
+1% +$35.8K 0.09% 111
2025
Q1 		$2.15M Buy
7,045
+583
+9% +$203K 0.06% 147
2024
Q4 		$2.13M Buy
6,462
+220
+4% +$68.8K 0.06% 148
2024
Q3 		$1.59M Buy
6,242
+1,429
+30% +$274K 0.05% 190
2024
Q2 		$825K Buy
4,813
+206
+4% +$32.6K 0.03% 277
2024
Q1 		$673K Buy
+4,607
New +$617K 0.02% 306

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

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

Valeo Financial Advisors increased its GE Vernova (GEV) stake by 5.7% in Q2 2026, buying an estimated $302K and bringing the position to 5,496 shares worth $6.46M. The position accounts for 0.14% of the portfolio, ranked #75.

Valeo Financial Advisors first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Valeo Financial Advisors held 5,496 shares of GE Vernova worth $6.46M as of Q2 2026.
  • Valeo Financial Advisors bought 296 GE Vernova shares in Q2 2026, an estimated $302K.
  • GE Vernova made up 0.14% of Valeo Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Valeo Financial Advisors first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.