MBA Advisors’s GE Vernova GEV Stock Holding History

MBA 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	$475K	Hold	544	–	–	0.18%	87
2025 Q4	$356K	Sell	544 -416	-43%	-$253K	0.14%	101
2025 Q3	$590K	Hold	960	–	–	0.25%	74
2025 Q2	$508K	Sell	960 -1	-0.1%	-$416	0.23%	80
2025 Q1	$293K	Sell	961 -746	-44%	-$260K	0.15%	109
2024 Q4	$561K	Sell	1,707 -977	-36%	-$305K	0.28%	72
2024 Q3	$684K	Sell	2,684 -25	-0.9%	-$4.8K	0.33%	65
2024 Q2	$465K	Buy	+2,709	New	+$429K	0.24%	78

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

MBA Advisors's GEV Position: Q1 2026 in Review

MBA Advisors held its GE Vernova (GEV) position steady in Q1 2026 at 544 shares worth $475K. The position accounts for 0.18% of the portfolio, ranked #87.

MBA Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $684K in Q3 2024. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

MBA Advisors held 544 shares of GE Vernova worth $475K as of Q1 2026.
MBA Advisors left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 0.18% of MBA Advisors's portfolio in Q1 2026, its #87 holding.
MBA Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
MBA Advisors's GE Vernova position peaked at $684K in Q3 2024.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.