First Foundation Advisors’s GE Vernova GEV Stock Holding History

First Foundation 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	$1.57M	Buy	1,799 +365	+25%	+$285K	0.06%	151
2025 Q4	$937K	Buy	1,434 +700	+95%	+$426K	0.04%	185
2025 Q3	$451K	Buy	734 +1	+0.1%	+$606	0.02%	241
2025 Q2	$388K	Buy	+733	New	+$305K	0.01%	261
2024 Q3	–	Sell	-770	Closed	-$132K	–	451
2024 Q2	$132K	Buy	+770	New	+$122K	0.01%	351

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

First Foundation Advisors's GEV Position: Q1 2026 in Review

First Foundation Advisors increased its GE Vernova (GEV) stake by 25% in Q1 2026, buying an estimated $285K and bringing the position to 1,799 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #151.

First Foundation Advisors first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

First Foundation Advisors held 1,799 shares of GE Vernova worth $1.57M as of Q1 2026.
First Foundation Advisors bought 365 GE Vernova shares in Q1 2026, an estimated $285K.
GE Vernova made up 0.06% of First Foundation Advisors's portfolio in Q1 2026, its #151 holding.
First Foundation Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.