Consilium Wealth Advisory’s GE Vernova GEV Stock Holding History

Consilium Wealth Advisory’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	$2.95M	Buy	3,380 +308	+10%	+$240K	1.01%	26
2025 Q4	$2.01M	Buy	3,072 +128	+4%	+$78K	0.74%	28
2025 Q3	$1.81M	Sell	2,944 -242	-8%	-$147K	0.7%	28
2025 Q2	$1.69M	Sell	3,186 -55	-2%	-$22.9K	0.71%	27
2025 Q1	$989K	Sell	3,241 -2,120	-40%	-$739K	0.5%	41
2024 Q4	$1.76M	Sell	5,361 -36	-0.7%	-$11.3K	0.84%	29
2024 Q3	$1.38M	Buy	5,397 +2,429	+82%	+$466K	0.75%	31
2024 Q2	$509K	Buy	+2,968	New	+$470K	0.28%	55

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consilium Wealth Advisory's GEV Position: Q1 2026 in Review

Consilium Wealth Advisory increased its GE Vernova (GEV) stake by 10% in Q1 2026, buying an estimated $240K and bringing the position to 3,380 shares worth $2.95M. The position accounts for 1.01% of the portfolio, ranked #26.

Consilium Wealth Advisory 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.

Consilium Wealth Advisory held 3,380 shares of GE Vernova worth $2.95M as of Q1 2026.
Consilium Wealth Advisory bought 308 GE Vernova shares in Q1 2026, an estimated $240K.
GE Vernova made up 1.01% of Consilium Wealth Advisory's portfolio in Q1 2026, its #26 holding.
Consilium Wealth Advisory 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 Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.