DLCIG
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D.L. Carlson Investment Group’s GE Vernova GEV Stock Holding History

D.L. Carlson Investment Group’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 		$8.38M Sell
9,599
-281
-3% -$219K 1.44% 14
2025
Q4 		$6.46M Sell
9,880
-2,633
-21% -$1.6M 1.09% 21
2025
Q3 		$7.69M Sell
12,513
-999
-7% -$605K 1.29% 17
2025
Q2 		$7.15M Sell
13,512
-792
-6% -$330K 1.3% 18
2025
Q1 		$4.37M Sell
14,304
-3,234
-18% -$1.13M 0.84% 31
2024
Q4 		$5.77M Sell
17,538
-107
-0.6% -$33.4K 1.03% 22
2024
Q3 		$4.5M Buy
17,645
+307
+2% +$58.9K 0.81% 31
2024
Q2 		$2.97M Buy
+17,338
New +$2.75M 0.57% 60

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.L. Carlson Investment Group's GEV Position: Q1 2026 in Review

D.L. Carlson Investment Group reduced its GE Vernova (GEV) stake by 2.8% in Q1 2026, selling an estimated $219K and leaving 9,599 shares worth $8.38M. The position accounts for 1.44% of the portfolio, ranked #14.

D.L. Carlson Investment Group first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • D.L. Carlson Investment Group held 9,599 shares of GE Vernova worth $8.38M as of Q1 2026.
  • D.L. Carlson Investment Group sold 281 GE Vernova shares in Q1 2026, an estimated $219K.
  • GE Vernova made up 1.44% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #14 holding.
  • D.L. Carlson Investment Group first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.