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Charter Research & Investment Group’s GE Vernova GEV Stock Holding History

Charter Research & Investment 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 		$271K Hold
310
– – 0.18% 74
2025
Q4 		$203K Buy
+310
New +$189K 0.14% 83

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

Charter Research & Investment Group's GEV Position: Q1 2026 in Review

Charter Research & Investment Group held its GE Vernova (GEV) position steady in Q1 2026 at 310 shares worth $271K. The position accounts for 0.18% of the portfolio, ranked #74.

Charter Research & Investment Group first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Charter Research & Investment Group held 310 shares of GE Vernova worth $271K as of Q1 2026.
  • Charter Research & Investment Group left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.18% of Charter Research & Investment Group's portfolio in Q1 2026, its #74 holding.
  • Charter Research & Investment Group first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.