Arete Wealth Advisors’s GE Vernova GEV Stock Holding History

Arete Wealth 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	–	Sell	-2,092	Closed	-$1.37M	–	769
2025 Q4	$1.37M	Sell	2,092 -823	-28%	-$501K	0.08%	234
2025 Q3	$1.79M	Buy	2,915 +6	+0.2%	+$3.63K	0.11%	185
2025 Q2	$1.54M	Sell	2,909 -1,823	-39%	-$759K	0.11%	189
2025 Q1	$1.45M	Buy	4,732 +86	+2%	+$30K	0.11%	188
2024 Q4	$1.54M	Buy	4,646 +3,020	+186%	+$944K	0.11%	188
2024 Q3	$412K	Sell	1,626 -377	-19%	-$72.4K	0.04%	422
2024 Q2	$341K	Buy	+2,003	New	+$317K	0.03%	505

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

Arete Wealth Advisors's GEV Position: Q1 2026 in Review

Arete Wealth Advisors sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 2,092 shares — an estimated $1.37M sold.

Arete Wealth Advisors first reported a position in GEV in Q2 2024 and held it in 7 quarters. The position peaked at $1.79M in Q3 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Arete Wealth Advisors reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 2,092 GE Vernova shares in Q1 2026, an estimated $1.37M.
Arete Wealth Advisors first reported a position in GE Vernova in Q2 2024 and held it in 7 quarters.
Arete Wealth Advisors's GE Vernova position peaked at $1.79M in Q3 2025.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.