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Waverly Advisors’s GE Vernova GEV Stock Holding History

Waverly 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 		$21.9M Buy
18,651
+864
+5% +$882K 0.13% 161
2026
Q1 		$15.5M Buy
17,787
+1,321
+8% +$1.03M 0.12% 175
2025
Q4 		$10.8M Buy
16,466
+9,042
+122% +$5.51M 0.09% 219
2025
Q3 		$4.57M Buy
7,424
+1,006
+16% +$609K 0.05% 334
2025
Q2 		$3.4M Buy
6,418
+597
+10% +$249K 0.04% 381
2025
Q1 		$1.78M Buy
5,821
+962
+20% +$335K 0.02% 496
2024
Q4 		$1.6M Buy
4,859
+2,399
+98% +$750K 0.02% 427
2024
Q3 		$627K Sell
2,460
-253
-9% -$48.6K 0.01% 540
2024
Q2 		$465K Buy
+2,713
New +$430K 0.01% 595

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

Waverly Advisors's GEV Position: Q2 2026 in Review

Waverly Advisors increased its GE Vernova (GEV) stake by 4.9% in Q2 2026, buying an estimated $882K and bringing the position to 18,651 shares worth $21.9M. The position accounts for 0.13% of the portfolio, ranked #161.

Waverly Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,445 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Waverly Advisors held 18,651 shares of GE Vernova worth $21.9M as of Q2 2026.
  • Waverly Advisors bought 864 GE Vernova shares in Q2 2026, an estimated $882K.
  • GE Vernova made up 0.13% of Waverly Advisors's portfolio in Q2 2026, its #161 holding.
  • Waverly Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.