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D.B. Root & Company’s GE Vernova GEV Stock Holding History

D.B. Root & Company’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 		$641K Buy
734
+136
+23% +$106K 0.15% 96
2025
Q4 		$391K Sell
598
-457
-43% -$278K 0.1% 127
2025
Q3 		$649K Buy
1,055
+273
+35% +$165K 0.16% 88
2025
Q2 		$414K Buy
+782
New +$326K 0.12% 122

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

D.B. Root & Company's GEV Position: Q1 2026 in Review

D.B. Root & Company increased its GE Vernova (GEV) stake by 23% in Q1 2026, buying an estimated $106K and bringing the position to 734 shares worth $641K. The position accounts for 0.15% of the portfolio, ranked #96.

D.B. Root & Company first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $649K in Q3 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • D.B. Root & Company held 734 shares of GE Vernova worth $641K as of Q1 2026.
  • D.B. Root & Company bought 136 GE Vernova shares in Q1 2026, an estimated $106K.
  • GE Vernova made up 0.15% of D.B. Root & Company's portfolio in Q1 2026, its #96 holding.
  • D.B. Root & Company first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • D.B. Root & Company's GE Vernova position peaked at $649K in Q3 2025.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.