BWM
GEV icon

BKM Wealth Management’s GE Vernova GEV Stock Holding History

BKM Wealth Management’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 		$579K Sell
663
-37
-5% -$28.9K 0.21% 101
2025
Q4 		$457K Sell
700
-3
-0.4% -$1.83K 0.17% 106
2025
Q3 		$432K Buy
703
+3
+0.4% +$1.82K 0.16% 108
2025
Q2 		$370K Buy
700
+14
+2% +$5.83K 0.14% 118
2025
Q1 		$209K Hold
686
– – 0.09% 149
2024
Q4 		$226K Buy
+686
New +$214K 0.09% 156

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

BKM Wealth Management's GEV Position: Q1 2026 in Review

BKM Wealth Management reduced its GE Vernova (GEV) stake by 5.3% in Q1 2026, selling an estimated $28.9K and leaving 663 shares worth $579K. The position accounts for 0.21% of the portfolio, ranked #101.

BKM Wealth Management first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • BKM Wealth Management held 663 shares of GE Vernova worth $579K as of Q1 2026.
  • BKM Wealth Management sold 37 GE Vernova shares in Q1 2026, an estimated $28.9K.
  • GE Vernova made up 0.21% of BKM Wealth Management's portfolio in Q1 2026, its #101 holding.
  • BKM Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.