CT
GEV icon

Caldwell Trust’s GE Vernova GEV Stock Holding History

Caldwell Trust’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 		$944K Hold
1,081
– – 0.08% 168
2025
Q4 		$707K Hold
1,081
– – 0.06% 198
2025
Q3 		$665K Sell
1,081
-52
-5% -$31.5K 0.06% 199
2025
Q2 		$600K Hold
1,133
– – 0.06% 204
2025
Q1 		$346K Hold
1,133
– – 0.04% 251
2024
Q4 		$373K Hold
1,133
– – 0.04% 243
2024
Q3 		$289K Sell
1,133
-63
-5% -$12.1K 0.03% 271
2024
Q2 		$205K Buy
+1,196
New +$190K 0.02% 305

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

Caldwell Trust's GEV Position: Q1 2026 in Review

Caldwell Trust held its GE Vernova (GEV) position steady in Q1 2026 at 1,081 shares worth $944K. The position accounts for 0.08% of the portfolio, ranked #168.

Caldwell Trust first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Caldwell Trust held 1,081 shares of GE Vernova worth $944K as of Q1 2026.
  • Caldwell Trust left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.08% of Caldwell Trust's portfolio in Q1 2026, its #168 holding.
  • Caldwell Trust first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.