HA
GEV icon

Herold Advisors’s GE Vernova GEV Stock Holding History

Herold 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 		$694K Buy
795
+183
+30% +$143K 0.15% 143
2025
Q4 		$400K Sell
612
-148
-19% -$90.1K 0.09% 183
2025
Q3 		$467K Buy
760
+201
+36% +$122K 0.11% 164
2025
Q2 		$296K Sell
559
-582
-51% -$242K 0.06% 236
2025
Q1 		$348K Buy
1,141
+215
+23% +$75K 0.08% 204
2024
Q4 		$305K Buy
+926
New +$289K 0.07% 218

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

Herold Advisors's GEV Position: Q1 2026 in Review

Herold Advisors increased its GE Vernova (GEV) stake by 30% in Q1 2026, buying an estimated $143K and bringing the position to 795 shares worth $694K. The position accounts for 0.15% of the portfolio, ranked #143.

Herold Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Herold Advisors held 795 shares of GE Vernova worth $694K as of Q1 2026.
  • Herold Advisors bought 183 GE Vernova shares in Q1 2026, an estimated $143K.
  • GE Vernova made up 0.15% of Herold Advisors's portfolio in Q1 2026, its #143 holding.
  • Herold Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.