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Visionary Wealth Advisors’s GE Vernova GEV Stock Holding History

Visionary 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 		$1.37M Buy
1,167
+110
+10% +$112K 0.05% 252
2026
Q1 		$923K Buy
1,057
+147
+16% +$115K 0.04% 299
2025
Q4 		$595K Buy
910
+128
+16% +$78K 0.03% 352
2025
Q3 		$481K Buy
782
+80
+11% +$48.5K 0.02% 391
2025
Q2 		$371K Buy
+702
New +$292K 0.02% 420

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

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

Visionary Wealth Advisors increased its GE Vernova (GEV) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 1,167 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #252.

Visionary Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,436 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Visionary Wealth Advisors held 1,167 shares of GE Vernova worth $1.37M as of Q2 2026.
  • Visionary Wealth Advisors bought 110 GE Vernova shares in Q2 2026, an estimated $112K.
  • GE Vernova made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • Visionary Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,436 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.