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Concurrent Investment Advisors’s GE Vernova GEV Stock Holding History

Concurrent Investment Advisors’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
2025
Q3 		– Sell
-200
Closed -$106K – 1617
2025
Q2 		$106K Buy
+200
New +$83.3K ﹤0.01% 1325

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

Concurrent Investment Advisors's GEV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its GE Vernova (GEV) stake by 7% in Q1 2026, buying an estimated $1.08M and bringing the position to 21,179 shares worth $18.5M. The position accounts for 0.2% of the portfolio, ranked #110.

Concurrent Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Concurrent Investment Advisors held 21,179 shares of GE Vernova worth $18.5M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,388 GE Vernova shares in Q1 2026, an estimated $1.08M.
  • GE Vernova made up 0.2% of Concurrent Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • Concurrent Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.