W Advisors LLC
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W Advisors LLC’s GE Vernova GEV Stock Holding History

W Advisors LLC’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
Q3 		$356K Hold
375
– – 0.16% 112
2026
Q2 		$441K Hold
375
– – 0.2% 97
2026
Q1 		$327K Sell
375
-1
-0.3% -$780 0.17% 104
2025
Q4 		$246K Hold
376
– – 0.12% 118
2025
Q3 		$231K Buy
+376
New +$228K 0.12% 121

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W Advisors LLC's GEV Position: Q3 2026 in Review

W Advisors LLC held its GE Vernova (GEV) position steady in Q3 2026 at 375 shares worth $356K. The position accounts for 0.16% of the portfolio, ranked #112.

W Advisors LLC first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $441K in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • W Advisors LLC held 375 shares of GE Vernova worth $356K as of Q3 2026.
  • W Advisors LLC left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.16% of W Advisors LLC's portfolio in Q3 2026, its #112 holding.
  • W Advisors LLC first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • W Advisors LLC's GE Vernova position peaked at $441K in Q2 2026.
  • 2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.