Beacon Financial Advisory’s GE Vernova GEV Stock Holding History

Beacon Financial Advisory’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	$422K	Buy	484 +40	+9%	+$31.2K	0.1%	254
2025 Q4	$290K	Sell	444 -104	-19%	-$63.3K	0.07%	304
2025 Q3	$337K	Sell	548 -71	-11%	-$43K	0.08%	273
2025 Q2	$328K	Buy	+619	New	+$258K	0.08%	260

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

Beacon Financial Advisory's GEV Position: Q1 2026 in Review

Beacon Financial Advisory increased its GE Vernova (GEV) stake by 9% in Q1 2026, buying an estimated $31.2K and bringing the position to 484 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #254.

Beacon Financial Advisory first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Beacon Financial Advisory held 484 shares of GE Vernova worth $422K as of Q1 2026.
Beacon Financial Advisory bought 40 GE Vernova shares in Q1 2026, an estimated $31.2K.
GE Vernova made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #254 holding.
Beacon Financial Advisory first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.