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AE Wealth Management’s GE Vernova GEV Stock Holding History

AE Wealth 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 		$14.2M Sell
16,219
-2,830
-15% -$2.21M 0.08% 250
2025
Q4 		$12.5M Buy
19,049
+625
+3% +$381K 0.07% 258
2025
Q3 		$11.3M Buy
18,424
+2,227
+14% +$1.35M 0.07% 252
2025
Q2 		$8.57M Sell
16,197
-487
-3% -$203K 0.06% 274
2025
Q1 		$5.09M Buy
16,684
+3,892
+30% +$1.36M 0.04% 338
2024
Q4 		$4.21M Buy
12,792
+4,767
+59% +$1.49M 0.04% 374
2024
Q3 		$2.05M Sell
8,025
-1,519
-16% -$292K 0.02% 524
2024
Q2 		$1.64M Buy
+9,544
New +$1.51M 0.02% 580

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

AE Wealth Management's GEV Position: Q1 2026 in Review

AE Wealth Management reduced its GE Vernova (GEV) stake by 15% in Q1 2026, selling an estimated $2.21M and leaving 16,219 shares worth $14.2M. The position accounts for 0.08% of the portfolio, ranked #250.

AE Wealth Management 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.

  • AE Wealth Management held 16,219 shares of GE Vernova worth $14.2M as of Q1 2026.
  • AE Wealth Management sold 2,830 GE Vernova shares in Q1 2026, an estimated $2.21M.
  • GE Vernova made up 0.08% of AE Wealth Management's portfolio in Q1 2026, its #250 holding.
  • AE Wealth Management 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 AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.