LifePlan Investment Advisors’s GE Vernova GEV Stock Holding History

LifePlan Investment 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	$834K	Sell	955 -13	-1%	-$10.1K	0.33%	74
2025 Q4	$633K	Buy	968 +101	+12%	+$61.5K	0.26%	74
2025 Q3	$533K	Buy	867 +38	+5%	+$23K	0.22%	76
2025 Q2	$439K	Sell	829 -1	-0.1%	-$416	0.22%	74
2025 Q1	$253K	Sell	830 -1	-0.1%	-$349	0.15%	87
2024 Q4	$273K	Hold	831	–	–	0.17%	79
2024 Q3	$212K	Buy	+831	New	+$160K	0.14%	88

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Investment Advisors's GEV Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its GE Vernova (GEV) stake by 1.3% in Q1 2026, selling an estimated $10.1K and leaving 955 shares worth $834K. The position accounts for 0.33% of the portfolio, ranked #74.

LifePlan Investment Advisors first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

LifePlan Investment Advisors held 955 shares of GE Vernova worth $834K as of Q1 2026.
LifePlan Investment Advisors sold 13 GE Vernova shares in Q1 2026, an estimated $10.1K.
GE Vernova made up 0.33% of LifePlan Investment Advisors's portfolio in Q1 2026, its #74 holding.
LifePlan Investment Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.