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Partners in Financial Planning’s GE Vernova GEV Stock Holding History

Partners in Financial Planning’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 		$867K Buy
993
+63
+7% +$49.2K 0.14% 54
2025
Q4 		$608K Hold
930
– – 0.1% 66
2025
Q3 		$572K Buy
930
+6
+0.6% +$3.63K 0.1% 67
2025
Q2 		$489K Sell
924
-12
-1% -$5K 0.09% 68
2025
Q1 		$286K Buy
936
+98
+12% +$34.2K 0.06% 87
2024
Q4 		$276K Sell
838
-164
-16% -$51.3K 0.06% 88
2024
Q3 		$255K Sell
1,002
-355
-26% -$68.2K 0.05% 94
2024
Q2 		$233K Buy
+1,357
New +$215K 0.05% 96

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Partners in Financial Planning's GEV Position: Q1 2026 in Review

Partners in Financial Planning increased its GE Vernova (GEV) stake by 6.8% in Q1 2026, buying an estimated $49.2K and bringing the position to 993 shares worth $867K. The position accounts for 0.14% of the portfolio, ranked #54.

Partners in Financial Planning first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Partners in Financial Planning held 993 shares of GE Vernova worth $867K as of Q1 2026.
  • Partners in Financial Planning bought 63 GE Vernova shares in Q1 2026, an estimated $49.2K.
  • GE Vernova made up 0.14% of Partners in Financial Planning's portfolio in Q1 2026, its #54 holding.
  • Partners in Financial Planning first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.