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Wealth Preservation Advisors’s GE Vernova GEV Stock Holding History

Wealth Preservation 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 		– Sell
-70
Closed -$61.1K – 978
2026
Q1 		$61.1K Buy
70
+51
+268% +$39.8K 0.05% 148
2025
Q4 		$12.4K Sell
19
-22
-54% -$13.4K 0.01% 285
2025
Q3 		$25.2K Buy
41
+4
+11% +$2.42K 0.01% 237
2025
Q2 		$19.6K Hold
37
– – 0.01% 248
2025
Q1 		$11.3K Buy
+37
New +$12.9K 0.01% 304

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 Preservation Advisors's GEV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 70 shares — an estimated $61.1K sold.

Wealth Preservation Advisors first reported a position in GEV in Q1 2025 and held it in 5 quarters. The position peaked at $61.1K in Q1 2026. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 70 GE Vernova shares in Q2 2026, an estimated $61.1K.
  • Wealth Preservation Advisors first reported a position in GE Vernova in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's GE Vernova position peaked at $61.1K in Q1 2026.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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