Wallace Advisory Group’s GE Vernova GEV Stock Holding History

Wallace 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	$459K	Buy	391 +90	+30%	+$91.9K	0.43%	60
2026 Q1	$263K	Buy	+301	New	+$235K	0.28%	96

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

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

Wallace Advisory Group increased its GE Vernova (GEV) stake by 30% in Q2 2026, buying an estimated $91.9K and bringing the position to 391 shares worth $459K. The position accounts for 0.43% of the portfolio, ranked #60.

Wallace Advisory Group first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Wallace Advisory Group held 391 shares of GE Vernova worth $459K as of Q2 2026.
Wallace Advisory Group bought 90 GE Vernova shares in Q2 2026, an estimated $91.9K.
GE Vernova made up 0.43% of Wallace Advisory Group's portfolio in Q2 2026, its #60 holding.
Wallace Advisory Group first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.