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Fee-Only Financial Planning’s GE Vernova GEV Stock Holding History

Fee-Only Financial Planning’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 		$379K Sell
434
-20
-4% -$15.6K 0.23% 29
2025
Q4 		$297K Hold
454
– – 0.17% 33
2025
Q3 		$279K Hold
454
– – 0.16% 34
2025
Q2 		$240K Buy
+454
New +$189K 0.15% 38

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

Fee-Only Financial Planning's GEV Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its GE Vernova (GEV) stake by 4.4% in Q1 2026, selling an estimated $15.6K and leaving 434 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #29.

Fee-Only Financial Planning first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Fee-Only Financial Planning held 434 shares of GE Vernova worth $379K as of Q1 2026.
  • Fee-Only Financial Planning sold 20 GE Vernova shares in Q1 2026, an estimated $15.6K.
  • GE Vernova made up 0.23% of Fee-Only Financial Planning's portfolio in Q1 2026, its #29 holding.
  • Fee-Only Financial Planning first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.