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Gladstone Institutional Advisory’s GE Vernova GEV Stock Holding History

Gladstone Institutional Advisory’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 		$2.26M Buy
2,584
+216
+9% +$169K 0.08% 246
2025
Q4 		$1.55M Buy
2,368
+133
+6% +$81K 0.06% 290
2025
Q3 		$1.37M Buy
2,235
+676
+43% +$410K 0.05% 308
2025
Q2 		$825K Sell
1,559
-3,589
-70% -$1.49M 0.03% 386
2025
Q1 		$1.57M Buy
5,148
+3,124
+154% +$1.09M 0.07% 258
2024
Q4 		$666K Buy
2,024
+409
+25% +$128K 0.03% 395
2024
Q3 		$412K Sell
1,615
-1,209
-43% -$232K 0.02% 503
2024
Q2 		$484K Buy
+2,824
New +$448K 0.03% 427

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

Gladstone Institutional Advisory's GEV Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its GE Vernova (GEV) stake by 9.1% in Q1 2026, buying an estimated $169K and bringing the position to 2,584 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #246.

Gladstone Institutional Advisory 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.

  • Gladstone Institutional Advisory held 2,584 shares of GE Vernova worth $2.26M as of Q1 2026.
  • Gladstone Institutional Advisory bought 216 GE Vernova shares in Q1 2026, an estimated $169K.
  • GE Vernova made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #246 holding.
  • Gladstone Institutional Advisory 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 Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.