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Bell & Brown Wealth Advisors’s GE Vernova GEV Stock Holding History

Bell & Brown 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 		$529K Sell
606
-156
-20% -$122K 0.17% 60
2025
Q4 		$498K Sell
762
-45
-6% -$27.4K 0.16% 60
2025
Q3 		$496K Sell
807
-10
-1% -$6.06K 0.16% 59
2025
Q2 		$432K Buy
817
+15
+2% +$6.25K 0.15% 60
2025
Q1 		$245K Sell
802
-25
-3% -$8.72K 0.1% 64
2024
Q4 		$272K Buy
827
+35
+4% +$10.9K 0.1% 62
2024
Q3 		$202K Buy
+792
New +$152K 0.08% 69

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

Bell & Brown Wealth Advisors's GEV Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its GE Vernova (GEV) stake by 20% in Q1 2026, selling an estimated $122K and leaving 606 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #60.

Bell & Brown Wealth Advisors first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Bell & Brown Wealth Advisors held 606 shares of GE Vernova worth $529K as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 156 GE Vernova shares in Q1 2026, an estimated $122K.
  • GE Vernova made up 0.17% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Bell & Brown Wealth Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.