Carson Advisory’s GE Vernova GEV Stock Holding History

Carson Advisory’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	$669K	Sell	766 -36	-4%	-$28.1K	0.35%	68
2025 Q4	$524K	Buy	802 +177	+28%	+$108K	0.27%	82
2025 Q3	$384K	Sell	625 -30	-5%	-$18.2K	0.21%	102
2025 Q2	$347K	Buy	+655	New	+$273K	0.22%	109
2025 Q1	–	Sell	-862	Closed	-$284K	–	173
2024 Q4	$284K	Sell	862 -145	-14%	-$45.3K	0.2%	124
2024 Q3	$257K	Buy	+1,007	New	+$193K	0.16%	145

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

Carson Advisory's GEV Position: Q1 2026 in Review

Carson Advisory reduced its GE Vernova (GEV) stake by 4.5% in Q1 2026, selling an estimated $28.1K and leaving 766 shares worth $669K. The position accounts for 0.35% of the portfolio, ranked #68.

Carson Advisory first reported a position in GEV in Q3 2024 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Carson Advisory held 766 shares of GE Vernova worth $669K as of Q1 2026.
Carson Advisory sold 36 GE Vernova shares in Q1 2026, an estimated $28.1K.
GE Vernova made up 0.35% of Carson Advisory's portfolio in Q1 2026, its #68 holding.
Carson Advisory first reported a position in GE Vernova in Q3 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 Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.