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Gen-Wealth Partners’s GE Vernova GEV Stock Holding History

Gen-Wealth Partners’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 		$257K Buy
294
+45
+18% +$35.1K 0.08% 225
2025
Q4 		$163K Buy
249
+53
+27% +$32.3K 0.05% 277
2025
Q3 		$121K Buy
196
+67
+52% +$40.6K 0.04% 295
2025
Q2 		$68.3K Sell
129
-10
-7% -$4.16K 0.03% 316
2025
Q1 		$42.4K Hold
139
– – 0.02% 348
2024
Q4 		$45.7K Hold
139
– – 0.02% 371
2024
Q3 		$41.4K Hold
139
– – 0.02% 388
2024
Q2 		$23.8K Buy
+139
New +$22K 0.01% 420

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

Gen-Wealth Partners's GEV Position: Q1 2026 in Review

Gen-Wealth Partners increased its GE Vernova (GEV) stake by 18% in Q1 2026, buying an estimated $35.1K and bringing the position to 294 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #225.

Gen-Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Gen-Wealth Partners held 294 shares of GE Vernova worth $257K as of Q1 2026.
  • Gen-Wealth Partners bought 45 GE Vernova shares in Q1 2026, an estimated $35.1K.
  • GE Vernova made up 0.08% of Gen-Wealth Partners's portfolio in Q1 2026, its #225 holding.
  • Gen-Wealth Partners first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.