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Addison Advisors’s GE Vernova GEV Stock Holding History

Addison 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
Q1 		$1.46M Buy
1,677
+274
+20% +$214K 0.32% 62
2025
Q4 		$917K Sell
1,403
-8
-0.6% -$4.87K 0.21% 82
2025
Q3 		$868K Sell
1,411
-74
-5% -$44.8K 0.2% 88
2025
Q2 		$786K Buy
1,485
+239
+19% +$99.5K 0.2% 93
2025
Q1 		$380K Buy
1,246
+51
+4% +$17.8K 0.1% 131
2024
Q4 		$393K Sell
1,195
-7
-0.6% -$2.19K 0.11% 125
2024
Q3 		$306K Buy
1,202
+666
+124% +$128K 0.09% 159
2024
Q2 		$91.9K Buy
+536
New +$84.9K 0.03% 300

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Addison Advisors's GEV Position: Q1 2026 in Review

Addison Advisors increased its GE Vernova (GEV) stake by 20% in Q1 2026, buying an estimated $214K and bringing the position to 1,677 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #62.

Addison Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Addison Advisors held 1,677 shares of GE Vernova worth $1.46M as of Q1 2026.
  • Addison Advisors bought 274 GE Vernova shares in Q1 2026, an estimated $214K.
  • GE Vernova made up 0.32% of Addison Advisors's portfolio in Q1 2026, its #62 holding.
  • Addison Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.