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Mount Yale Investment Advisors’s GE Vernova GEV Stock Holding History

Mount Yale 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 		$6.44M Buy
7,380
+2,060
+39% +$1.61M 0.15% 153
2025
Q4 		$3.48M Buy
5,320
+3,508
+194% +$2.14M 0.17% 131
2025
Q3 		$1.11M Buy
1,812
+1,533
+549% +$929K 0.08% 261
2025
Q2 		$147K Buy
+279
New +$116K 0.01% 597

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

Mount Yale Investment Advisors's GEV Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its GE Vernova (GEV) stake by 39% in Q1 2026, buying an estimated $1.61M and bringing the position to 7,380 shares worth $6.44M. The position accounts for 0.15% of the portfolio, ranked #153.

Mount Yale Investment Advisors first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,124 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Mount Yale Investment Advisors held 7,380 shares of GE Vernova worth $6.44M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,060 GE Vernova shares in Q1 2026, an estimated $1.61M.
  • GE Vernova made up 0.15% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #153 holding.
  • Mount Yale Investment Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,124 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.