Dynamic Financial Group’s GE Vernova GEV Stock Holding History

Dynamic Financial 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	$216K	Sell	248 -61	-20%	-$47.6K	0.18%	63
2025 Q4	$202K	Buy	+309	New	+$188K	0.17%	69

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

Dynamic Financial Group's GEV Position: Q1 2026 in Review

Dynamic Financial Group reduced its GE Vernova (GEV) stake by 20% in Q1 2026, selling an estimated $47.6K and leaving 248 shares worth $216K. The position accounts for 0.18% of the portfolio, ranked #63.

Dynamic Financial Group 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.

Dynamic Financial Group held 248 shares of GE Vernova worth $216K as of Q1 2026.
Dynamic Financial Group sold 61 GE Vernova shares in Q1 2026, an estimated $47.6K.
GE Vernova made up 0.18% of Dynamic Financial Group's portfolio in Q1 2026, its #63 holding.
Dynamic Financial Group 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 Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.