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Melfa Wealth Management’s GE Vernova GEV Stock Holding History

Melfa 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 		$2.22M Sell
2,548
-1
-0% -$780 1.28% 21
2025
Q4 		$1.67M Sell
2,549
-198
-7% -$121K 0.96% 27
2025
Q3 		$1.69M Sell
2,747
-31
-1% -$18.8K 0.99% 22
2025
Q2 		$1.47M Hold
2,778
– – 0.93% 25
2025
Q1 		$848K Hold
2,778
– – 0.57% 45
2024
Q4 		$914K Buy
2,778
+17
+0.6% +$5.31K 0.61% 45
2024
Q3 		$704K Hold
2,761
– – 0.46% 55
2024
Q2 		$474K Buy
+2,761
New +$438K 0.33% 79

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

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

Melfa Wealth Management reduced its GE Vernova (GEV) stake by 0.04% in Q1 2026, selling an estimated $780 and leaving 2,548 shares worth $2.22M. The position accounts for 1.28% of the portfolio, ranked #21.

Melfa Wealth Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Melfa Wealth Management held 2,548 shares of GE Vernova worth $2.22M as of Q1 2026.
  • Melfa Wealth Management sold 1 GE Vernova share in Q1 2026, an estimated $780.
  • GE Vernova made up 1.28% of Melfa Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Melfa Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.