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Legacy Financial Advisors’s GE Vernova GEV Stock Holding History

Legacy Financial 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 		$2.21M Buy
2,534
+203
+9% +$158K 0.31% 53
2025
Q4 		$1.52M Buy
2,331
+69
+3% +$42K 0.21% 81
2025
Q3 		$1.39M Buy
2,262
+148
+7% +$89.7K 0.19% 89
2025
Q2 		$1.12M Buy
2,114
+8
+0.4% +$3.33K 0.17% 96
2025
Q1 		$643K Buy
2,106
+51
+2% +$17.8K 0.11% 159
2024
Q4 		$676K Buy
2,055
+58
+3% +$18.1K 0.11% 153
2024
Q3 		$509K Buy
1,997
+48
+2% +$9.22K 0.09% 193
2024
Q2 		$334K Buy
+1,949
New +$309K 0.06% 238

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

Legacy Financial Advisors's GEV Position: Q1 2026 in Review

Legacy Financial Advisors increased its GE Vernova (GEV) stake by 8.7% in Q1 2026, buying an estimated $158K and bringing the position to 2,534 shares worth $2.21M. The position accounts for 0.31% of the portfolio, ranked #53.

Legacy Financial Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Legacy Financial Advisors held 2,534 shares of GE Vernova worth $2.21M as of Q1 2026.
  • Legacy Financial Advisors bought 203 GE Vernova shares in Q1 2026, an estimated $158K.
  • GE Vernova made up 0.31% of Legacy Financial Advisors's portfolio in Q1 2026, its #53 holding.
  • Legacy Financial Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

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