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Capital Asset Advisory Services’s GE Vernova GEV Stock Holding History

Capital Asset Advisory Services’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 		$363K Sell
366
-16
-4% -$12.5K 0.01% 218
2025
Q4 		$262K Buy
382
+32
+9% +$19.5K 0.01% 252
2025
Q3 		$215K Buy
+350
New +$212K 0.01% 263

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Capital Asset Advisory Services's GEV Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its GE Vernova (GEV) stake by 4.2% in Q1 2026, selling an estimated $12.5K and leaving 366 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #218.

Capital Asset Advisory Services first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Capital Asset Advisory Services held 366 shares of GE Vernova worth $363K as of Q1 2026.
  • Capital Asset Advisory Services sold 16 GE Vernova shares in Q1 2026, an estimated $12.5K.
  • GE Vernova made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #218 holding.
  • Capital Asset Advisory Services first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.