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Callan Family Office’s GE Vernova GEV Stock Holding History

Callan Family Office’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 		$7.28M Sell
8,342
-1,476
-15% -$1.15M 0.17% 127
2025
Q4 		$6.42M Buy
9,818
+4,574
+87% +$2.79M 0.14% 154
2025
Q3 		$3.22M Sell
5,244
-1,337
-20% -$810K 0.1% 203
2025
Q2 		$3.48M Buy
6,581
+4,502
+217% +$1.87M 0.11% 198
2025
Q1 		$635K Sell
2,079
-1,906
-48% -$665K 0.05% 282
2024
Q4 		$1.31M Buy
+3,985
New +$1.25M 0.08% 205

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

Callan Family Office's GEV Position: Q1 2026 in Review

Callan Family Office reduced its GE Vernova (GEV) stake by 15% in Q1 2026, selling an estimated $1.15M and leaving 8,342 shares worth $7.28M. The position accounts for 0.17% of the portfolio, ranked #127.

Callan Family Office first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Callan Family Office held 8,342 shares of GE Vernova worth $7.28M as of Q1 2026.
  • Callan Family Office sold 1,476 GE Vernova shares in Q1 2026, an estimated $1.15M.
  • GE Vernova made up 0.17% of Callan Family Office's portfolio in Q1 2026, its #127 holding.
  • Callan Family Office first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.