Wealthspire Advisors (New York)’s GE Vernova GEV Stock Holding History

Wealthspire Advisors (New York)’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	$7.39M	Buy	6,292 +1,433	+29%	+$1.46M	0.04%	209
2026 Q1	$4.24M	Sell	4,859 -1,976	-29%	-$1.54M	0.03%	181
2025 Q4	$4.47M	Buy	6,835 +1,447	+27%	+$881K	0.04%	173
2025 Q3	$3.31M	Buy	5,388 +89	+2%	+$53.9K	0.02%	206
2025 Q2	$2.8M	Sell	5,299 -12	-0.2%	-$5K	0.02%	230
2025 Q1	$1.62M	Buy	5,311 +322	+6%	+$112K	0.01%	304
2024 Q4	$1.64M	Buy	4,989 +400	+9%	+$125K	0.02%	276
2024 Q3	$1.17M	Buy	4,589 +235	+5%	+$45.1K	0.01%	345
2024 Q2	$747K	Buy	+4,354	New	+$690K	0.01%	360

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s GEV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its GE Vernova (GEV) stake by 29% in Q2 2026, buying an estimated $1.46M and bringing the position to 6,292 shares worth $7.39M. The position accounts for 0.04% of the portfolio, ranked #209.

Wealthspire Advisors (New York) first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Wealthspire Advisors (New York) held 6,292 shares of GE Vernova worth $7.39M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,433 GE Vernova shares in Q2 2026, an estimated $1.46M.
GE Vernova made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #209 holding.
Wealthspire Advisors (New York) first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.