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Valued Wealth Advisors’s GE Vernova GEV Stock Holding History

Valued Wealth 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 		$91.7K Buy
78
+2
+3% +$2.04K 0.03% 75
2026
Q1 		$66.4K Buy
76
+24
+46% +$18.7K 0.03% 86
2025
Q4 		$34K Buy
52
+40
+333% +$24.4K 0.01% 119
2025
Q3 		$7.38K Hold
12
– – ﹤0.01% 246
2025
Q2 		$6.35K Hold
12
– – ﹤0.01% 255
2025
Q1 		$3.66K Hold
12
– – ﹤0.01% 352
2024
Q4 		$3.95K Sell
12
-57
-83% -$17.8K ﹤0.01% 333
2024
Q3 		$17.6K Buy
69
+3
+5% +$576 0.01% 162
2024
Q2 		$11.3K Buy
+66
New +$10.5K 0.01% 184

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

Valued Wealth Advisors's GEV Position: Q2 2026 in Review

Valued Wealth Advisors increased its GE Vernova (GEV) stake by 2.6% in Q2 2026, buying an estimated $2.04K and bringing the position to 78 shares worth $91.7K. The position accounts for 0.03% of the portfolio, ranked #75.

Valued Wealth 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.

  • Valued Wealth Advisors held 78 shares of GE Vernova worth $91.7K as of Q2 2026.
  • Valued Wealth Advisors bought 2 GE Vernova shares in Q2 2026, an estimated $2.04K.
  • GE Vernova made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Valued Wealth 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 Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.