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Moneta Group Investment Advisors’s GE Vernova GEV Stock Holding History

Moneta Group 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 		$4.2M Sell
4,817
-1,251
-21% -$976K 0.03% 183
2025
Q4 		$3.97M Buy
6,068
+376
+7% +$229K 0.03% 190
2025
Q3 		$3.5M Sell
5,692
-745
-12% -$451K 0.03% 197
2025
Q2 		$3.41M Buy
6,437
+1,717
+36% +$715K 0.04% 167
2025
Q1 		$1.44M Sell
4,720
-831
-15% -$290K 0.02% 245
2024
Q4 		$1.83M Buy
5,551
+665
+14% +$208K 0.03% 220
2024
Q3 		$1.25M Buy
4,886
+394
+9% +$75.7K 0.02% 256
2024
Q2 		$770K Buy
+4,492
New +$712K 0.01% 307

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

Moneta Group Investment Advisors's GEV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its GE Vernova (GEV) stake by 21% in Q1 2026, selling an estimated $976K and leaving 4,817 shares worth $4.2M. The position accounts for 0.03% of the portfolio, ranked #183.

Moneta Group Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Moneta Group Investment Advisors held 4,817 shares of GE Vernova worth $4.2M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,251 GE Vernova shares in Q1 2026, an estimated $976K.
  • GE Vernova made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #183 holding.
  • Moneta Group Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.