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Valmark Advisers’s GE Vernova GEV Stock Holding History

Valmark Advisers’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 		$3.88M Buy
3,302
+389
+13% +$397K 0.04% 183
2026
Q1 		$2.54M Buy
2,913
+94
+3% +$73.3K 0.03% 217
2025
Q4 		$1.84M Buy
2,819
+165
+6% +$101K 0.02% 255
2025
Q3 		$1.63M Buy
2,654
+207
+8% +$125K 0.02% 263
2025
Q2 		$1.29M Buy
2,447
+182
+8% +$75.8K 0.02% 289
2025
Q1 		$691K Sell
2,265
-159
-7% -$55.4K 0.01% 378
2024
Q4 		$797K Buy
2,424
+81
+3% +$25.3K 0.01% 346
2024
Q3 		$597K Buy
2,343
+648
+38% +$124K 0.01% 388
2024
Q2 		$291K Buy
+1,695
New +$269K ﹤0.01% 478

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

Valmark Advisers's GEV Position: Q2 2026 in Review

Valmark Advisers increased its GE Vernova (GEV) stake by 13% in Q2 2026, buying an estimated $397K and bringing the position to 3,302 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #183.

Valmark Advisers 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.

  • Valmark Advisers held 3,302 shares of GE Vernova worth $3.88M as of Q2 2026.
  • Valmark Advisers bought 389 GE Vernova shares in Q2 2026, an estimated $397K.
  • GE Vernova made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #183 holding.
  • Valmark Advisers 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 Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.