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Caerus Investment Advisors’s GE Vernova GEV Stock Holding History

Caerus Investment 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 		$687K Sell
787
-228
-22% -$178K 0.29% 71
2025
Q4 		$663K Sell
1,015
-46
-4% -$28K 0.21% 104
2025
Q3 		$652K Buy
+1,061
New +$643K 0.27% 81

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

Caerus Investment Advisors's GEV Position: Q1 2026 in Review

Caerus Investment Advisors reduced its GE Vernova (GEV) stake by 22% in Q1 2026, selling an estimated $178K and leaving 787 shares worth $687K. The position accounts for 0.29% of the portfolio, ranked #71.

Caerus Investment Advisors first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Caerus Investment Advisors held 787 shares of GE Vernova worth $687K as of Q1 2026.
  • Caerus Investment Advisors sold 228 GE Vernova shares in Q1 2026, an estimated $178K.
  • GE Vernova made up 0.29% of Caerus Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • Caerus Investment Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.