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Monte Financial Group’s GE Vernova GEV Stock Holding History

Monte Financial Group’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 		$866K Hold
992
– – 0.31% 74
2025
Q4 		$648K Buy
992
+63
+7% +$38.4K 0.24% 77
2025
Q3 		$571K Sell
929
-9
-1% -$5.45K 0.21% 74
2025
Q2 		$496K Buy
938
+9
+1% +$3.75K 0.19% 76
2025
Q1 		$301K Buy
929
+3
+0.3% +$1.05K 0.13% 76
2024
Q4 		$305K Hold
926
– – 0.13% 76
2024
Q3 		$236K Buy
+926
New +$178K 0.1% 78

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

Monte Financial Group's GEV Position: Q1 2026 in Review

Monte Financial Group held its GE Vernova (GEV) position steady in Q1 2026 at 992 shares worth $866K. The position accounts for 0.31% of the portfolio, ranked #74.

Monte Financial Group first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Monte Financial Group held 992 shares of GE Vernova worth $866K as of Q1 2026.
  • Monte Financial Group left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.31% of Monte Financial Group's portfolio in Q1 2026, its #74 holding.
  • Monte Financial Group first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.