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Cherry Tree Wealth Management’s GE Vernova GEV Stock Holding History

Cherry Tree Wealth 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 		$6.11K Hold
7
– – ﹤0.01% 471
2025
Q4 		$4.58K Buy
+7
New +$4.26K ﹤0.01% 494
2025
Q2 		– Sell
-21
Closed -$6.41K – 768
2025
Q1 		$6.41K Hold
21
– – ﹤0.01% 493
2024
Q4 		$6.91K Hold
21
– – ﹤0.01% 451
2024
Q3 		$5.36K Hold
21
– – ﹤0.01% 476
2024
Q2 		$3.6K Buy
+21
New +$3.33K ﹤0.01% 480

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Vanguard Portfolio Management
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

Cherry Tree Wealth Management's GEV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its GE Vernova (GEV) position steady in Q1 2026 at 7 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Cherry Tree Wealth Management first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.91K in Q4 2024. 3,138 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Cherry Tree Wealth Management held 7 shares of GE Vernova worth $6.11K as of Q1 2026.
  • Cherry Tree Wealth Management left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #471 holding.
  • Cherry Tree Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • Cherry Tree Wealth Management's GE Vernova position peaked at $6.91K in Q4 2024.
  • 3,138 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.