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Level Wealth Management’s GE Vernova GEV Stock Holding History

Level Wealth Management’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 		$380K Hold
435
– – 0.18% 44
2025
Q4 		$284K Sell
435
-133
-23% -$81K 0.15% 52
2025
Q3 		$349K Hold
568
– – 0.18% 47
2025
Q2 		$301K Buy
+568
New +$236K 0.17% 52

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

Level Wealth Management's GEV Position: Q1 2026 in Review

Level Wealth Management held its GE Vernova (GEV) position steady in Q1 2026 at 435 shares worth $380K. The position accounts for 0.18% of the portfolio, ranked #44.

Level Wealth Management 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.

  • Level Wealth Management held 435 shares of GE Vernova worth $380K as of Q1 2026.
  • Level Wealth Management left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.18% of Level Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Level Wealth Management 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 Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.