Advisors Asset Management’s GE Vernova GEV Stock Holding History

Advisors Asset Management’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	$27M	Sell	30,896 -2,584	-8%	-$2.02M	0.45%	29
2025 Q4	$21.9M	Sell	33,480 -4,434	-12%	-$2.7M	0.37%	41
2025 Q3	$23.3M	Buy	37,914 +3,171	+9%	+$1.92M	0.4%	31
2025 Q2	$18.4M	Buy	34,743 +5,450	+19%	+$2.27M	0.33%	48
2025 Q1	$8.94M	Buy	29,293 +10,612	+57%	+$3.7M	0.17%	140
2024 Q4	$6.14M	Buy	18,681 +5,333	+40%	+$1.67M	0.11%	223
2024 Q3	$3.4M	Buy	13,348 +10,118	+313%	+$1.94M	0.06%	407
2024 Q2	$554K	Buy	+3,230	New	+$512K	0.01%	862

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisors Asset Management's GEV Position: Q1 2026 in Review

Advisors Asset Management reduced its GE Vernova (GEV) stake by 7.7% in Q1 2026, selling an estimated $2.02M and leaving 30,896 shares worth $27M. The position accounts for 0.45% of the portfolio, ranked #29.

Advisors Asset Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Advisors Asset Management held 30,896 shares of GE Vernova worth $27M as of Q1 2026.
Advisors Asset Management sold 2,584 GE Vernova shares in Q1 2026, an estimated $2.02M.
GE Vernova made up 0.45% of Advisors Asset Management's portfolio in Q1 2026, its #29 holding.
Advisors Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.