Novak & Powell Financial Services’s GE Vernova GEV Stock Holding History

Novak & Powell Financial Services’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	$288K	Hold	330	–	–	0.16%	129
2025 Q4	$216K	Hold	330	–	–	0.11%	150
2025 Q3	$203K	Buy	+330	New	+$200K	0.11%	162

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

Novak & Powell Financial Services's GEV Position: Q1 2026 in Review

Novak & Powell Financial Services held its GE Vernova (GEV) position steady in Q1 2026 at 330 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #129.

Novak & Powell Financial Services first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Novak & Powell Financial Services held 330 shares of GE Vernova worth $288K as of Q1 2026.
Novak & Powell Financial Services left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 0.16% of Novak & Powell Financial Services's portfolio in Q1 2026, its #129 holding.
Novak & Powell Financial Services first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.