Boit C.F. David’s GE Vernova GEV Stock Holding History

Boit C.F. David’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	$367K	Sell	421 -375	-47%	-$293K	0.16%	73
2025 Q4	$496K	Hold	796	–	–	0.21%	63
2025 Q3	$489K	Hold	796	–	–	0.22%	65
2025 Q2	$421K	Hold	796	–	–	0.2%	67
2025 Q1	$243K	Sell	796 -187	-19%	-$65.2K	0.12%	84
2024 Q4	$323K	Hold	983	–	–	0.13%	76
2024 Q3	$248K	Hold	983	–	–	0.12%	82
2024 Q2	$169K	Hold	983	–	–	0.09%	89
2024 Q1	$149K	Buy	+983	New	+$132K	0.08%	89

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

Boit C.F. David's GEV Position: Q1 2026 in Review

Boit C.F. David reduced its GE Vernova (GEV) stake by 47% in Q1 2026, selling an estimated $293K and leaving 421 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #73.

Boit C.F. David first reported a position in GEV in Q1 2024 and has held it in 9 quarters since. The position peaked at $496K in Q4 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Boit C.F. David held 421 shares of GE Vernova worth $367K as of Q1 2026.
Boit C.F. David sold 375 GE Vernova shares in Q1 2026, an estimated $293K.
GE Vernova made up 0.16% of Boit C.F. David's portfolio in Q1 2026, its #73 holding.
Boit C.F. David first reported a position in GE Vernova in Q1 2024 and has held it in 9 quarters since.
Boit C.F. David's GE Vernova position peaked at $496K in Q4 2025.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.