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Evelyn Partners Investment Management Services’s GE Vernova GEV Stock Holding History

Evelyn Partners Investment Management 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 		$168K Hold
193
– – 0.02% 136
2025
Q4 		$126K Hold
193
– – 0.02% 139
2025
Q3 		$119K Hold
193
– – 0.02% 147
2025
Q2 		$102K Buy
193
+51
+36% +$21.2K 0.02% 141
2025
Q1 		$43.4K Buy
142
+46
+48% +$16K 0.01% 171
2024
Q4 		$31.6K Buy
+96
New +$30K 0.01% 189

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

Evelyn Partners Investment Management Services's GEV Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its GE Vernova (GEV) position steady in Q1 2026 at 193 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #136.

Evelyn Partners Investment Management Services first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Evelyn Partners Investment Management Services held 193 shares of GE Vernova worth $168K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.02% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #136 holding.
  • Evelyn Partners Investment Management Services first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.