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Invera Wealth Advisors’s GE Vernova GEV Stock Holding History

Invera 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 		$1.64M Sell
1,878
-151
-7% -$118K 1.05% 30
2025
Q4 		$1.33M Sell
2,029
-208
-9% -$127K 0.84% 36
2025
Q3 		$1.38M Sell
2,237
-95
-4% -$57.6K 0.85% 39
2025
Q2 		$1.23M Buy
+2,332
New +$971K 0.8% 42

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

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

Invera Wealth Advisors reduced its GE Vernova (GEV) stake by 7.4% in Q1 2026, selling an estimated $118K and leaving 1,878 shares worth $1.64M. The position accounts for 1.05% of the portfolio, ranked #30.

Invera Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Invera Wealth Advisors held 1,878 shares of GE Vernova worth $1.64M as of Q1 2026.
  • Invera Wealth Advisors sold 151 GE Vernova shares in Q1 2026, an estimated $118K.
  • GE Vernova made up 1.05% of Invera Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Invera Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.