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Estate Planners Group’s GE Vernova GEV Stock Holding History

Estate Planners 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 		– Sell
-49
Closed -$32K – 446
2025
Q4 		$32K Buy
+49
New +$29.8K 0.01% 172

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Estate Planners Group's GEV Position: Q1 2026 in Review

Estate Planners Group sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 49 shares — an estimated $32K sold.

Estate Planners Group first reported a position in GEV in Q4 2025 and held it in 1 quarter. The position peaked at $32K in Q4 2025. 3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Estate Planners Group reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 49 GE Vernova shares in Q1 2026, an estimated $32K.
  • Estate Planners Group first reported a position in GE Vernova in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's GE Vernova position peaked at $32K in Q4 2025.
  • 3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.