Creative Planning
GEV icon

Creative Planning’s GE Vernova GEV Stock Holding History

Creative Planning’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 		$90.2M Buy
103,344
+13,066
+14% +$10.2M 0.06% 140
2025
Q4 		$59M Buy
90,278
+12,105
+15% +$7.37M 0.04% 179
2025
Q3 		$48.1M Buy
78,173
+7,942
+11% +$4.81M 0.04% 191
2025
Q2 		$37.2M Buy
70,231
+6,065
+9% +$2.53M 0.03% 224
2025
Q1 		$19.6M Buy
64,166
+7,489
+13% +$2.61M 0.02% 330
2024
Q4 		$18.6M Buy
56,677
+4,036
+8% +$1.26M 0.02% 310
2024
Q3 		$13.4M Buy
52,641
+5,382
+11% +$1.03M 0.01% 360
2024
Q2 		$8.11M Buy
+47,259
New +$7.49M 0.01% 468

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

Creative Planning's GEV Position: Q1 2026 in Review

Creative Planning increased its GE Vernova (GEV) stake by 14% in Q1 2026, buying an estimated $10.2M and bringing the position to 103,344 shares worth $90.2M. The position accounts for 0.06% of the portfolio, ranked #140.

Creative Planning first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Creative Planning held 103,344 shares of GE Vernova worth $90.2M as of Q1 2026.
  • Creative Planning bought 13,066 GE Vernova shares in Q1 2026, an estimated $10.2M.
  • GE Vernova made up 0.06% of Creative Planning's portfolio in Q1 2026, its #140 holding.
  • Creative Planning first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.