Carl P. Sherr & Co’s GE Vernova GEV Stock Holding History

Carl P. Sherr & Co’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	$315K	Hold	361	–	–	0.15%	102
2025 Q4	$262K	Buy	+361	New	+$220K	0.12%	116

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carl P. Sherr & Co's GEV Position: Q1 2026 in Review

Carl P. Sherr & Co held its GE Vernova (GEV) position steady in Q1 2026 at 361 shares worth $315K. The position accounts for 0.15% of the portfolio, ranked #102.

Carl P. Sherr & Co first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Carl P. Sherr & Co held 361 shares of GE Vernova worth $315K as of Q1 2026.
Carl P. Sherr & Co left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 0.15% of Carl P. Sherr & Co's portfolio in Q1 2026, its #102 holding.
Carl P. Sherr & Co first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.