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DHJJ Financial Advisors’s GE Vernova GEV Stock Holding History

DHJJ Financial 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 		$169K Hold
194
– – 0.06% 223
2025
Q4 		$127K Buy
194
+65
+50% +$39.6K 0.04% 244
2025
Q3 		$79.3K Sell
129
-5
-4% -$3.03K 0.03% 292
2025
Q2 		$70.9K Buy
134
+35
+35% +$14.6K 0.03% 296
2025
Q1 		$30.2K Buy
99
+5
+5% +$1.74K 0.01% 386
2024
Q4 		$30.9K Hold
94
– – 0.01% 369
2024
Q3 		$24K Hold
94
– – 0.01% 397
2024
Q2 		$16.1K Buy
+94
New +$14.9K 0.01% 400

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

DHJJ Financial Advisors's GEV Position: Q1 2026 in Review

DHJJ Financial Advisors held its GE Vernova (GEV) position steady in Q1 2026 at 194 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #223.

DHJJ Financial Advisors 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.

  • DHJJ Financial Advisors held 194 shares of GE Vernova worth $169K as of Q1 2026.
  • DHJJ Financial Advisors left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #223 holding.
  • DHJJ Financial Advisors 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.