Charter Oak Capital Management’s GE Vernova GEV Stock Holding History

Charter Oak Capital Management’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	$222K	Buy	+254	New	+$198K	0.02%	190

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charter Oak Capital Management's GEV Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in GE Vernova (GEV) in Q1 2026: 254 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Charter Oak Capital Management held 254 shares of GE Vernova worth $222K as of Q1 2026.
GE Vernova was a new Charter Oak Capital Management position in Q1 2026.
GE Vernova made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #190 holding.
3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.