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Essex Financial Services’s GE Vernova GEV Stock Holding History

Essex Financial Services’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 		$6.34M Buy
7,259
+309
+4% +$241K 0.36% 63
2025
Q4 		$4.54M Buy
6,950
+115
+2% +$70K 0.26% 84
2025
Q3 		$4.2M Buy
6,835
+306
+5% +$185K 0.25% 87
2025
Q2 		$3.45M Buy
6,529
+110
+2% +$45.8K 0.23% 93
2025
Q1 		$1.96M Buy
6,419
+11
+0.2% +$3.84K 0.14% 142
2024
Q4 		$2.11M Buy
6,408
+160
+3% +$50K 0.15% 134
2024
Q3 		$1.73M Sell
6,248
-318
-5% -$61.1K 0.12% 154
2024
Q2 		$1.16M Buy
+6,566
New +$1.04M 0.09% 209

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

Essex Financial Services's GEV Position: Q1 2026 in Review

Essex Financial Services increased its GE Vernova (GEV) stake by 4.4% in Q1 2026, buying an estimated $241K and bringing the position to 7,259 shares worth $6.34M. The position accounts for 0.36% of the portfolio, ranked #63.

Essex Financial Services first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Essex Financial Services held 7,259 shares of GE Vernova worth $6.34M as of Q1 2026.
  • Essex Financial Services bought 309 GE Vernova shares in Q1 2026, an estimated $241K.
  • GE Vernova made up 0.36% of Essex Financial Services's portfolio in Q1 2026, its #63 holding.
  • Essex Financial Services first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.