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Live Oak Private Wealth’s GE Vernova GEV Stock Holding History

Live Oak Private Wealth’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 		$419K Buy
480
+77
+19% +$60.1K 0.06% 146
2025
Q4 		$263K Hold
403
– – 0.04% 173
2025
Q3 		$248K Hold
403
– – 0.03% 174
2025
Q2 		$213K Buy
+403
New +$168K 0.03% 182

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

Live Oak Private Wealth's GEV Position: Q1 2026 in Review

Live Oak Private Wealth increased its GE Vernova (GEV) stake by 19% in Q1 2026, buying an estimated $60.1K and bringing the position to 480 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #146.

Live Oak Private Wealth first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Live Oak Private Wealth held 480 shares of GE Vernova worth $419K as of Q1 2026.
  • Live Oak Private Wealth bought 77 GE Vernova shares in Q1 2026, an estimated $60.1K.
  • GE Vernova made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #146 holding.
  • Live Oak Private Wealth first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.