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Wealth Alliance’s GE Vernova GEV Stock Holding History

Wealth Alliance’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 		$1.78M Buy
1,511
+202
+15% +$206K 0.15% 123
2026
Q1 		$1.14M Buy
1,309
+239
+22% +$186K 0.11% 166
2025
Q4 		$700K Buy
1,070
+128
+14% +$78K 0.07% 247
2025
Q3 		$579K Buy
942
+60
+7% +$36.3K 0.06% 275
2025
Q2 		$466K Sell
882
-40
-4% -$16.7K 0.05% 302
2025
Q1 		$282K Sell
922
-38
-4% -$13.3K 0.03% 406
2024
Q4 		$316K Buy
960
+90
+10% +$28.1K 0.04% 369
2024
Q3 		$222K Buy
+870
New +$167K 0.03% 479

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's GEV Position: Q2 2026 in Review

Wealth Alliance increased its GE Vernova (GEV) stake by 15% in Q2 2026, buying an estimated $206K and bringing the position to 1,511 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #123.

Wealth Alliance first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wealth Alliance held 1,511 shares of GE Vernova worth $1.78M as of Q2 2026.
  • Wealth Alliance bought 202 GE Vernova shares in Q2 2026, an estimated $206K.
  • GE Vernova made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #123 holding.
  • Wealth Alliance first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.