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High Net Worth Advisory Group’s GE Vernova GEV Stock Holding History

High Net Worth Advisory Group’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 		$948K Sell
1,085
-82
-7% -$64K 0.22% 103
2025
Q4 		$763K Buy
1,167
+715
+158% +$436K 0.18% 114
2025
Q3 		$278K Hold
452
– – 0.07% 196
2025
Q2 		$239K Buy
+452
New +$188K 0.06% 203

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

High Net Worth Advisory Group's GEV Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its GE Vernova (GEV) stake by 7% in Q1 2026, selling an estimated $64K and leaving 1,085 shares worth $948K. The position accounts for 0.22% of the portfolio, ranked #103.

High Net Worth Advisory Group first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • High Net Worth Advisory Group held 1,085 shares of GE Vernova worth $948K as of Q1 2026.
  • High Net Worth Advisory Group sold 82 GE Vernova shares in Q1 2026, an estimated $64K.
  • GE Vernova made up 0.22% of High Net Worth Advisory Group's portfolio in Q1 2026, its #103 holding.
  • High Net Worth Advisory Group first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.