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Exencial Wealth Advisors’s GE Vernova GEV Stock Holding History

Exencial Wealth 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 		$1.58M Buy
1,807
+30
+2% +$23.4K 0.05% 243
2025
Q4 		$1.16M Buy
1,777
+213
+14% +$130K 0.04% 274
2025
Q3 		$962K Buy
1,564
+803
+106% +$486K 0.03% 293
2025
Q2 		$403K Sell
761
-26
-3% -$10.8K 0.01% 399
2025
Q1 		$240K Sell
787
-33
-4% -$11.5K 0.01% 461
2024
Q4 		$270K Buy
+820
New +$256K 0.01% 441

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

Exencial Wealth Advisors's GEV Position: Q1 2026 in Review

Exencial Wealth Advisors increased its GE Vernova (GEV) stake by 1.7% in Q1 2026, buying an estimated $23.4K and bringing the position to 1,807 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #243.

Exencial Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Exencial Wealth Advisors held 1,807 shares of GE Vernova worth $1.58M as of Q1 2026.
  • Exencial Wealth Advisors bought 30 GE Vernova shares in Q1 2026, an estimated $23.4K.
  • GE Vernova made up 0.05% of Exencial Wealth Advisors's portfolio in Q1 2026, its #243 holding.
  • Exencial Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.