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Advus Financial Partners, LLC’s GE Vernova GEV Stock Holding History

Advus Financial Partners, LLC’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 		$478K Sell
407
-1
-0.2% -$1.02K 0.11% 134
2026
Q1 		$356K Sell
408
-711
-64% -$555K 0.09% 160
2025
Q4 		$731K Sell
1,119
-224
-17% -$136K 0.18% 87
2025
Q3 		$826K Buy
1,343
+80
+6% +$48.5K 0.2% 81
2025
Q2 		$668K Buy
1,263
+47
+4% +$19.6K 0.17% 93
2025
Q1 		$371K Sell
1,216
-108
-8% -$37.7K 0.1% 142
2024
Q4 		$436K Sell
1,324
-48
-3% -$15K 0.12% 117
2024
Q3 		$350K Buy
1,372
+99
+8% +$19K 0.1% 137
2024
Q2 		$218K Buy
+1,273
New +$202K 0.07% 194

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

Advus Financial Partners, LLC's GEV Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its GE Vernova (GEV) stake by 0.25% in Q2 2026, selling an estimated $1.02K and leaving 407 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #134.

Advus Financial Partners, LLC first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $826K in Q3 2025. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Advus Financial Partners, LLC held 407 shares of GE Vernova worth $478K as of Q2 2026.
  • Advus Financial Partners, LLC sold 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #134 holding.
  • Advus Financial Partners, LLC first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Advus Financial Partners, LLC's GE Vernova position peaked at $826K in Q3 2025.
  • 3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.