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Financial Gravity Asset Management’s GE Vernova GEV Stock Holding History

Financial Gravity Asset Management’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 		$291K Buy
333
+132
+66% +$103K 0.05% 133
2025
Q4 		$131K Sell
201
-10
-5% -$6.09K 0.03% 151
2025
Q3 		$130K Buy
+211
New +$128K 0.03% 191
2025
Q1 		$89.4K Buy
+293
New +$102K 0.02% 241

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

Financial Gravity Asset Management's GEV Position: Q1 2026 in Review

Financial Gravity Asset Management increased its GE Vernova (GEV) stake by 66% in Q1 2026, buying an estimated $103K and bringing the position to 333 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #133.

Financial Gravity Asset Management first reported a position in GEV in Q1 2025 and has held it in 4 quarters since. 3,137 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Financial Gravity Asset Management held 333 shares of GE Vernova worth $291K as of Q1 2026.
  • Financial Gravity Asset Management bought 132 GE Vernova shares in Q1 2026, an estimated $103K.
  • GE Vernova made up 0.05% of Financial Gravity Asset Management's portfolio in Q1 2026, its #133 holding.
  • Financial Gravity Asset Management first reported a position in GE Vernova in Q1 2025 and has held it in 4 quarters since.
  • 3,137 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.