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Wealth Alliance Advisory Group’s GE Vernova GEV Stock Holding History

Wealth Alliance 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 		$570K Hold
485
– – 0.08% 110
2026
Q1 		$423K Buy
485
+38
+9% +$29.6K 0.07% 128
2025
Q4 		$292K Sell
447
-23
-5% -$14K 0.05% 160
2025
Q3 		$289K Sell
470
-30
-6% -$18.2K 0.05% 154
2025
Q2 		$265K Buy
+500
New +$208K 0.05% 160

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

Wealth Alliance Advisory Group's GEV Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its GE Vernova (GEV) position steady in Q2 2026 at 485 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #110.

Wealth Alliance Advisory Group first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wealth Alliance Advisory Group held 485 shares of GE Vernova worth $570K as of Q2 2026.
  • Wealth Alliance Advisory Group left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.08% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #110 holding.
  • Wealth Alliance Advisory Group first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.