Barrett & Company’s GE Vernova GEV Stock Holding History

Barrett & Company’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	$403K	Sell	461 -4	-0.9%	-$3.12K	0.14%	94
2025 Q4	$304K	Sell	465 -43	-8%	-$26.2K	0.1%	112
2025 Q3	$312K	Hold	508	–	–	0.11%	108
2025 Q2	$269K	Sell	508 -1	-0.2%	-$416	0.1%	124
2025 Q1	$155K	Sell	509 -6	-1%	-$2.09K	0.07%	155
2024 Q4	$169K	Buy	515 +12	+2%	+$3.75K	0.07%	147
2024 Q3	$128K	Sell	503 -7	-1%	-$1.34K	0.06%	171
2024 Q2	$87.5K	Buy	+510	New	+$80.8K	0.04%	208

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

Barrett & Company's GEV Position: Q1 2026 in Review

Barrett & Company reduced its GE Vernova (GEV) stake by 0.86% in Q1 2026, selling an estimated $3.12K and leaving 461 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #94.

Barrett & Company 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.

Barrett & Company held 461 shares of GE Vernova worth $403K as of Q1 2026.
Barrett & Company sold 4 GE Vernova shares in Q1 2026, an estimated $3.12K.
GE Vernova made up 0.14% of Barrett & Company's portfolio in Q1 2026, its #94 holding.
Barrett & Company 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 Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.