Waystone Advisors’s GE Vernova GEV Stock Holding History

Waystone 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	$704K	Sell	599 -46	-7%	-$47K	0.52%	47
2026 Q1	$563K	Buy	645 +135	+26%	+$105K	0.5%	47
2025 Q4	$333K	Buy	+510	New	+$311K	0.29%	81

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

Waystone Advisors's GEV Position: Q2 2026 in Review

Waystone Advisors reduced its GE Vernova (GEV) stake by 7.1% in Q2 2026, selling an estimated $47K and leaving 599 shares worth $704K. The position accounts for 0.52% of the portfolio, ranked #47.

Waystone Advisors first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Waystone Advisors held 599 shares of GE Vernova worth $704K as of Q2 2026.
Waystone Advisors sold 46 GE Vernova shares in Q2 2026, an estimated $47K.
GE Vernova made up 0.52% of Waystone Advisors's portfolio in Q2 2026, its #47 holding.
Waystone Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.