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Optimize Financial’s GE Vernova GEV Stock Holding History

Optimize Financial’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 		$388K Buy
+445
New +$347K 0.19% 202
2025
Q3 		– Sell
-720
Closed -$381K – 449
2025
Q2 		$381K Sell
720
-4
-0.6% -$1.67K 0.23% 126
2025
Q1 		$221K Buy
+724
New +$252K 0.16% 172

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 $3.37T AUM 44.26% 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

Optimize Financial's GEV Position: Q1 2026 in Review

Optimize Financial opened a new position in GE Vernova (GEV) in Q1 2026: 445 shares worth $388K. The stake represents 0.19% of the portfolio and ranks #202 among its holdings. This is a return to the name: Optimize Financial previously reported a position in GEV as recently as Q2 2025.

Optimize Financial first reported a position in GEV in Q1 2025 and has held it in 3 quarters since. 3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Optimize Financial held 445 shares of GE Vernova worth $388K as of Q1 2026.
  • GE Vernova was a new Optimize Financial position in Q1 2026.
  • GE Vernova made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #202 holding.
  • Optimize Financial first reported a position in GE Vernova in Q1 2025 and has held it in 3 quarters since.
  • 3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.