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Capital Planning Advisors’s GE Vernova GEV Stock Holding History

Capital Planning 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 		$5.08M Sell
5,817
-17
-0.3% -$13.3K 0.73% 30
2025
Q4 		$3.81M Sell
5,834
-91
-2% -$55.4K 0.51% 42
2025
Q3 		$3.64M Buy
5,925
+628
+12% +$380K 0.5% 44
2025
Q2 		$2.8M Buy
5,297
+2,843
+116% +$1.18M 0.41% 51
2025
Q1 		$749K Buy
+2,454
New +$856K 0.12% 85

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

Capital Planning Advisors's GEV Position: Q1 2026 in Review

Capital Planning Advisors reduced its GE Vernova (GEV) stake by 0.29% in Q1 2026, selling an estimated $13.3K and leaving 5,817 shares worth $5.08M. The position accounts for 0.73% of the portfolio, ranked #30.

Capital Planning Advisors first reported a position in GEV in Q1 2025 and has held it in 5 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Capital Planning Advisors held 5,817 shares of GE Vernova worth $5.08M as of Q1 2026.
  • Capital Planning Advisors sold 17 GE Vernova shares in Q1 2026, an estimated $13.3K.
  • GE Vernova made up 0.73% of Capital Planning Advisors's portfolio in Q1 2026, its #30 holding.
  • Capital Planning Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 5 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.