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IBEX Wealth Advisors’s GE Vernova GEV Stock Holding History

IBEX 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 		$9.18M Buy
10,513
+5,786
+122% +$4.51M 0.85% 35
2025
Q4 		$3.09M Hold
4,727
– – 0.3% 77
2025
Q3 		$2.91M Buy
4,727
+17
+0.4% +$10.3K 0.28% 80
2025
Q2 		$2.49M Buy
+4,710
New +$1.96M 0.27% 76
2025
Q1 		– Sell
-5,100
Closed -$1.68M – 221
2024
Q4 		$1.68M Buy
+5,100
New +$1.59M 0.2% 88
2024
Q3 		– Sell
-5,827
Closed -$999K – 285
2024
Q2 		$999K Buy
+5,827
New +$923K 0.16% 79

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

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

IBEX Wealth Advisors increased its GE Vernova (GEV) stake by 122% in Q1 2026, buying an estimated $4.51M and bringing the position to 10,513 shares worth $9.18M. The position accounts for 0.85% of the portfolio, ranked #35.

IBEX Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • IBEX Wealth Advisors held 10,513 shares of GE Vernova worth $9.18M as of Q1 2026.
  • IBEX Wealth Advisors bought 5,786 GE Vernova shares in Q1 2026, an estimated $4.51M.
  • GE Vernova made up 0.85% of IBEX Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • IBEX Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.