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Medallion Wealth Advisors’s GE Vernova GEV Stock Holding History

Medallion Wealth 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 		$318K Hold
364
– – 0.1% 181
2025
Q4 		$238K Buy
364
+47
+15% +$28.6K 0.08% 220
2025
Q3 		$195K Hold
317
– – 0.07% 236
2025
Q2 		$162K Hold
317
– – 0.06% 256
2025
Q1 		$99.5K Buy
317
+8
+3% +$2.79K 0.05% 309
2024
Q4 		$100K Buy
+309
New +$96.6K 0.05% 297

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

Medallion Wealth Advisors's GEV Position: Q1 2026 in Review

Medallion Wealth Advisors held its GE Vernova (GEV) position steady in Q1 2026 at 364 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #181.

Medallion Wealth Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Medallion Wealth Advisors held 364 shares of GE Vernova worth $318K as of Q1 2026.
  • Medallion Wealth Advisors left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.1% of Medallion Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Medallion Wealth Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.