Custom Index Systems’s GE Vernova GEV Stock Holding History

Custom Index Systems’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	$586K	Sell	671 -64	-9%	-$49.9K	0.26%	110
2025 Q4	$480K	Buy	+735	New	+$448K	0.21%	135

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

Custom Index Systems's GEV Position: Q1 2026 in Review

Custom Index Systems reduced its GE Vernova (GEV) stake by 8.7% in Q1 2026, selling an estimated $49.9K and leaving 671 shares worth $586K. The position accounts for 0.26% of the portfolio, ranked #110.

Custom Index Systems 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.

Custom Index Systems held 671 shares of GE Vernova worth $586K as of Q1 2026.
Custom Index Systems sold 64 GE Vernova shares in Q1 2026, an estimated $49.9K.
GE Vernova made up 0.26% of Custom Index Systems's portfolio in Q1 2026, its #110 holding.
Custom Index Systems 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 Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.