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Advisor OS’s GE Vernova GEV Stock Holding History

Advisor OS’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 		$1.44M Buy
1,654
+331
+25% +$258K 0.1% 141
2025
Q4 		$865K Sell
1,323
-92
-7% -$56K 0.07% 184
2025
Q3 		$870K Buy
1,415
+348
+33% +$211K 0.08% 173
2025
Q2 		$564K Sell
1,067
-104
-9% -$43.3K 0.06% 231
2025
Q1 		$358K Sell
1,171
-191
-14% -$66.6K 0.04% 289
2024
Q4 		$448K Buy
1,362
+288
+27% +$90K 0.05% 242
2024
Q3 		$274K Buy
+1,074
New +$206K 0.03% 338

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

Advisor OS's GEV Position: Q1 2026 in Review

Advisor OS increased its GE Vernova (GEV) stake by 25% in Q1 2026, buying an estimated $258K and bringing the position to 1,654 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #141.

Advisor OS first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Advisor OS held 1,654 shares of GE Vernova worth $1.44M as of Q1 2026.
  • Advisor OS bought 331 GE Vernova shares in Q1 2026, an estimated $258K.
  • GE Vernova made up 0.1% of Advisor OS's portfolio in Q1 2026, its #141 holding.
  • Advisor OS first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.