CSM Advisors’s GE Vernova GEV Stock Holding History

CSM 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
2026 Q1	$10.1M	Buy	11,566 +7,644	+195%	+$5.96M	0.25%	101
2025 Q4	$2.56M	Buy	+3,922	New	+$2.39M	0.07%	254

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

CSM Advisors's GEV Position: Q1 2026 in Review

CSM Advisors increased its GE Vernova (GEV) stake by 195% in Q1 2026, buying an estimated $5.96M and bringing the position to 11,566 shares worth $10.1M. The position accounts for 0.25% of the portfolio, ranked #101.

CSM Advisors first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

CSM Advisors held 11,566 shares of GE Vernova worth $10.1M as of Q1 2026.
CSM Advisors bought 7,644 GE Vernova shares in Q1 2026, an estimated $5.96M.
GE Vernova made up 0.25% of CSM Advisors's portfolio in Q1 2026, its #101 holding.
CSM Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.