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Flagship Wealth Advisors’s GE Vernova GEV Stock Holding History

Flagship 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 		$173K Sell
327
-56
-15% -$43.7K 0.07% 113
2025
Q4 		$250K Hold
383
– – 0.07% 108
2025
Q3 		$236K Buy
383
+22
+6% +$13.3K 0.08% 105
2025
Q2 		$191K Sell
361
-9
-2% -$3.75K 0.07% 120
2025
Q1 		$113K Hold
370
– – 0.05% 142
2024
Q4 		$122K Buy
+370
New +$116K 0.07% 120

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

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

Flagship Wealth Advisors reduced its GE Vernova (GEV) stake by 15% in Q1 2026, selling an estimated $43.7K and leaving 327 shares worth $173K. The position accounts for 0.07% of the portfolio, ranked #113.

Flagship Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q4 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Flagship Wealth Advisors held 327 shares of GE Vernova worth $173K as of Q1 2026.
  • Flagship Wealth Advisors sold 56 GE Vernova shares in Q1 2026, an estimated $43.7K.
  • GE Vernova made up 0.07% of Flagship Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Flagship Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's GE Vernova position peaked at $250K in Q4 2025.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.