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Carr Financial Group’s GE Vernova GEV Stock Holding History

Carr Financial Group’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 		$203K Buy
+233
New +$182K 0.05% 169
2025
Q4 		– Sell
-331
Closed -$204K – 208
2025
Q3 		$204K Buy
+331
New +$201K 0.06% 185

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

Carr Financial Group's GEV Position: Q1 2026 in Review

Carr Financial Group opened a new position in GE Vernova (GEV) in Q1 2026: 233 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings. This is a return to the name: Carr Financial Group previously reported a position in GEV as recently as Q3 2025.

Carr Financial Group first reported a position in GEV in Q3 2025 and has held it in 2 quarters since. The position peaked at $204K in Q3 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Carr Financial Group held 233 shares of GE Vernova worth $203K as of Q1 2026.
  • GE Vernova was a new Carr Financial Group position in Q1 2026.
  • GE Vernova made up 0.05% of Carr Financial Group's portfolio in Q1 2026, its #169 holding.
  • Carr Financial Group first reported a position in GE Vernova in Q3 2025 and has held it in 2 quarters since.
  • Carr Financial Group's GE Vernova position peaked at $204K in Q3 2025.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.