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Wescott Financial Advisory Group’s GE Vernova GEV Stock Holding History

Wescott Financial 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 		$1.17M Sell
995
-1
-0.1% -$1.02K 0.09% 94
2026
Q1 		$870K Buy
996
+44
+5% +$34.3K 0.08% 108
2025
Q4 		$622K Sell
952
-38
-4% -$23.1K 0.05% 119
2025
Q3 		$609K Buy
990
+22
+2% +$13.3K 0.05% 115
2025
Q2 		$512K Sell
968
-45
-4% -$18.7K 0.05% 115
2025
Q1 		$309K Buy
1,013
+8
+0.8% +$2.79K 0.03% 139
2024
Q4 		$331K Buy
1,005
+47
+5% +$14.7K 0.03% 133
2024
Q3 		$244K Buy
+958
New +$184K 0.03% 156

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

Wescott Financial Advisory Group's GEV Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its GE Vernova (GEV) stake by 0.1% in Q2 2026, selling an estimated $1.02K and leaving 995 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #94.

Wescott Financial Advisory Group first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Wescott Financial Advisory Group held 995 shares of GE Vernova worth $1.17M as of Q2 2026.
  • Wescott Financial Advisory Group sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.09% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Wescott Financial Advisory Group first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.