Navis Wealth Advisors’s GE Vernova GEV Stock Holding History

Navis 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	$277K	Buy	317 +4	+1%	+$3.12K	0.14%	139
2025 Q4	$205K	Buy	+313	New	+$191K	0.09%	170

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Navis Wealth Advisors increased its GE Vernova (GEV) stake by 1.3% in Q1 2026, buying an estimated $3.12K and bringing the position to 317 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #139.

Navis Wealth Advisors first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Navis Wealth Advisors held 317 shares of GE Vernova worth $277K as of Q1 2026.
Navis Wealth Advisors bought 4 GE Vernova shares in Q1 2026, an estimated $3.12K.
GE Vernova made up 0.14% of Navis Wealth Advisors's portfolio in Q1 2026, its #139 holding.
Navis Wealth Advisors first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.