Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GE Vernova GEV Stock Holding History

Carson Wealth (CWM LLC)’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 		$41.6M Buy
47,707
+11,230
+31% +$8.76M 0.11% 175
2025
Q4 		$23.8M Buy
36,477
+3,584
+11% +$2.18M 0.06% 271
2025
Q3 		$20.2M Buy
32,893
+8,032
+32% +$4.87M 0.06% 276
2025
Q2 		$13.2M Buy
24,861
+1,839
+8% +$766K 0.05% 331
2025
Q1 		$7.03M Buy
23,022
+9,229
+67% +$3.22M 0.03% 434
2024
Q4 		$4.54M Buy
13,793
+2,756
+25% +$862K 0.02% 496
2024
Q3 		$2.81M Buy
11,037
+2,149
+24% +$413K 0.01% 594
2024
Q2 		$1.52M Buy
+8,888
New +$1.41M 0.01% 719

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 $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its GE Vernova (GEV) stake by 31% in Q1 2026, buying an estimated $8.76M and bringing the position to 47,707 shares worth $41.6M. The position accounts for 0.11% of the portfolio, ranked #175.

Carson Wealth (CWM LLC) first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,131 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47,707 shares of GE Vernova worth $41.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,230 GE Vernova shares in Q1 2026, an estimated $8.76M.
  • GE Vernova made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #175 holding.
  • Carson Wealth (CWM LLC) first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,131 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.