Fiduciary Group’s GE Vernova GEV Stock Holding History

Fiduciary 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	$1.38M	Hold	1,584	–	–	0.12%	136
2025 Q4	$1.04M	Hold	1,584	–	–	0.09%	155
2025 Q3	$974K	Buy	1,584 +2	+0.1%	+$1.21K	0.09%	163
2025 Q2	$837K	Buy	1,582 +36	+2%	+$15K	0.08%	169
2025 Q1	$472K	Hold	1,546	–	–	0.05%	199
2024 Q4	$509K	Buy	1,546 +25	+2%	+$7.82K	0.05%	191
2024 Q3	$388K	Sell	1,521 -10	-0.7%	-$1.92K	0.04%	213
2024 Q2	$263K	Buy	+1,531	New	+$243K	0.03%	240

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Group's GEV Position: Q1 2026 in Review

Fiduciary Group held its GE Vernova (GEV) position steady in Q1 2026 at 1,584 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #136.

Fiduciary Group first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Fiduciary Group held 1,584 shares of GE Vernova worth $1.38M as of Q1 2026.
Fiduciary Group left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 0.12% of Fiduciary Group's portfolio in Q1 2026, its #136 holding.
Fiduciary Group first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

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