VisionPoint Advisory Group’s GE Vernova GEV Stock Holding History

VisionPoint Advisory Group’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	$888K	Sell	756 -143	-16%	-$146K	0.14%	160
2026 Q1	$785K	Sell	899 -1	-0.1%	-$780	0.15%	157
2025 Q4	$588K	Buy	900 +552	+159%	+$336K	0.11%	188
2025 Q3	$214K	Buy	+348	New	+$211K	0.04%	375

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VisionPoint Advisory Group's GEV Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its GE Vernova (GEV) stake by 16% in Q2 2026, selling an estimated $146K and leaving 756 shares worth $888K. The position accounts for 0.14% of the portfolio, ranked #160.

VisionPoint Advisory Group first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

VisionPoint Advisory Group held 756 shares of GE Vernova worth $888K as of Q2 2026.
VisionPoint Advisory Group sold 143 GE Vernova shares in Q2 2026, an estimated $146K.
GE Vernova made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #160 holding.
VisionPoint Advisory Group first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.