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Innovative Advisory Group, LLC’s GE Vernova GEV Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1
Closed -$654 – 240
2025
Q4 		$654 Hold
1
– – ﹤0.01% 221
2025
Q3 		$615 Hold
1
– – ﹤0.01% 229
2025
Q2 		$529 Hold
1
– – ﹤0.01% 226
2025
Q1 		$305 Hold
1
– – ﹤0.01% 216
2024
Q4 		$329 Buy
+1
New +$313 ﹤0.01% 207

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's GEV Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 1 share — an estimated $654 sold.

Innovative Advisory Group, LLC first reported a position in GEV in Q4 2024 and held it in 5 quarters. The position peaked at $654 in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1 GE Vernova share in Q1 2026, an estimated $654.
  • Innovative Advisory Group, LLC first reported a position in GE Vernova in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's GE Vernova position peaked at $654 in Q4 2025.
  • 3,145 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.