AFA
GEV icon

Allium Financial Advisors’s GE Vernova GEV Stock Holding History

Allium Financial 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 		$305K Sell
349
-10
-3% -$7.8K 0.24% 57
2025
Q4 		$235K Buy
359
+7
+2% +$4.26K 0.19% 68
2025
Q3 		$216K Buy
+352
New +$213K 0.18% 75

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

Allium Financial Advisors's GEV Position: Q1 2026 in Review

Allium Financial Advisors reduced its GE Vernova (GEV) stake by 2.8% in Q1 2026, selling an estimated $7.8K and leaving 349 shares worth $305K. The position accounts for 0.24% of the portfolio, ranked #57.

Allium Financial Advisors first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Allium Financial Advisors held 349 shares of GE Vernova worth $305K as of Q1 2026.
  • Allium Financial Advisors sold 10 GE Vernova shares in Q1 2026, an estimated $7.8K.
  • GE Vernova made up 0.24% of Allium Financial Advisors's portfolio in Q1 2026, its #57 holding.
  • Allium Financial Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.