IAA
GEV icon

Independent Advisor Alliance’s GE Vernova GEV Stock Holding History

Independent Advisor Alliance’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 		$11.9M Sell
13,678
-101
-0.7% -$78.8K 0.13% 147
2025
Q4 		$9.01M Sell
13,779
-297
-2% -$181K 0.22% 67
2025
Q3 		$8.66M Buy
14,076
+1,226
+10% +$743K 0.22% 68
2025
Q2 		$6.8M Buy
12,850
+3,512
+38% +$1.46M 0.2% 88
2025
Q1 		$2.85M Buy
9,338
+1,026
+12% +$358K 0.09% 200
2024
Q4 		$2.73M Buy
8,312
+3,237
+64% +$1.01M 0.04% 432
2024
Q3 		$1.29M Buy
5,075
+624
+14% +$120K 0.05% 284
2024
Q2 		$763K Buy
+4,451
New +$705K 0.03% 377

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

Independent Advisor Alliance's GEV Position: Q1 2026 in Review

Independent Advisor Alliance reduced its GE Vernova (GEV) stake by 0.73% in Q1 2026, selling an estimated $78.8K and leaving 13,678 shares worth $11.9M. The position accounts for 0.13% of the portfolio, ranked #147.

Independent Advisor Alliance 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.

  • Independent Advisor Alliance held 13,678 shares of GE Vernova worth $11.9M as of Q1 2026.
  • Independent Advisor Alliance sold 101 GE Vernova shares in Q1 2026, an estimated $78.8K.
  • GE Vernova made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #147 holding.
  • Independent Advisor Alliance 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.