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Consultiva Wealth Management’s GE Vernova GEV Stock Holding History

Consultiva 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 		$541K Hold
620
– – 1.57% 12
2025
Q4 		$405K Sell
620
-15
-2% -$9.14K 1.14% 14
2025
Q3 		$390K Hold
635
– – 1.1% 15
2025
Q2 		$336K Hold
635
– – 1.04% 18
2025
Q1 		$194K Buy
635
+503
+381% +$175K 0.67% 23
2024
Q4 		$43.4K Buy
+132
New +$41.3K 0.22% 60

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

Consultiva Wealth Management's GEV Position: Q1 2026 in Review

Consultiva Wealth Management held its GE Vernova (GEV) position steady in Q1 2026 at 620 shares worth $541K. The position accounts for 1.57% of the portfolio, ranked #12.

Consultiva Wealth Management first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Consultiva Wealth Management held 620 shares of GE Vernova worth $541K as of Q1 2026.
  • Consultiva Wealth Management left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 1.57% of Consultiva Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Consultiva Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

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