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

Worth 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	$928K	Buy	+790	New	+$806K	0.39%	65
2026 Q1	–	Sell	-766	Closed	-$501K	–	197
2025 Q4	$501K	Sell	766 -23	-3%	-$14K	0.24%	100
2025 Q3	$485K	Sell	789 -10	-1%	-$6.06K	0.27%	90
2025 Q2	$423K	Buy	799 +80	+11%	+$33.3K	0.26%	94
2025 Q1	$219K	Buy	719 +5	+0.7%	+$1.74K	0.14%	150
2024 Q4	$235K	Buy	+714	New	+$223K	0.14%	139

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 $3.37T AUM 44.26% 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

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

Worth Financial Advisory Group opened a new position in GE Vernova (GEV) in Q2 2026: 790 shares worth $928K. The stake represents 0.39% of the portfolio and ranks #65 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in GEV as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,427 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Worth Financial Advisory Group held 790 shares of GE Vernova worth $928K as of Q2 2026.
GE Vernova was a new Worth Financial Advisory Group position in Q2 2026.
GE Vernova made up 0.39% of Worth Financial Advisory Group's portfolio in Q2 2026, its #65 holding.
Worth Financial Advisory Group first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
3,427 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.