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Opal Wealth Advisors’s GE Vernova GEV Stock Holding History

Opal 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 		$230K Sell
264
-71
-21% -$55.4K 0.05% 188
2025
Q4 		$219K Buy
+335
New +$204K 0.06% 189
2025
Q3 		– Sell
-308
Closed -$163K – 569
2025
Q2 		$163K Buy
308
+16
+5% +$6.66K 0.05% 217
2025
Q1 		$89.1K Buy
+292
New +$102K 0.03% 287
2024
Q3 		– Sell
-254
Closed -$43.6K – 1215
2024
Q2 		$43.6K Buy
+254
New +$40.3K 0.01% 373

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

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

Opal Wealth Advisors reduced its GE Vernova (GEV) stake by 21% in Q1 2026, selling an estimated $55.4K and leaving 264 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #188.

Opal Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Opal Wealth Advisors held 264 shares of GE Vernova worth $230K as of Q1 2026.
  • Opal Wealth Advisors sold 71 GE Vernova shares in Q1 2026, an estimated $55.4K.
  • GE Vernova made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #188 holding.
  • Opal Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.