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
2025 Q4	–	Sell	-100	Closed	-$1.5K	–	4138
2025 Q3	$1.5K	Buy	+100	New	+$60.6K	﹤0.01%	3883

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

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.