Carson Wealth (CWM LLC)
GEV icon

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 		$9.1K Sell
200
-100
-33% -$78K ﹤0.01% 4811
2025
Q4 		$1K Hold
300
– – ﹤0.01% 5315
2025
Q3 		$8K Buy
+300
New +$182K ﹤0.01% 4592
2025
Q2 		– Sell
-500
Closed -$12K – 5347
2025
Q1 		$12K Buy
+500
New +$174K ﹤0.01% 4031

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

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. 3,121 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.
  • 3,121 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.