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PDS Planning’s GE Vernova GEV Stock Holding History

PDS 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 		$1.73M Buy
1,986
+53
+3% +$41.4K 0.11% 89
2025
Q4 		$1.26M Buy
1,933
+202
+12% +$123K 0.08% 111
2025
Q3 		$1.06M Sell
1,731
-89
-5% -$53.9K 0.07% 130
2025
Q2 		$963K Buy
1,820
+177
+11% +$73.7K 0.07% 133
2025
Q1 		$502K Buy
1,643
+79
+5% +$27.5K 0.04% 210
2024
Q4 		$514K Buy
1,564
+58
+4% +$18.1K 0.05% 180
2024
Q3 		$384K Buy
1,506
+65
+5% +$12.5K 0.03% 239
2024
Q2 		$247K Buy
+1,441
New +$228K 0.02% 309

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

PDS Planning's GEV Position: Q1 2026 in Review

PDS Planning increased its GE Vernova (GEV) stake by 2.7% in Q1 2026, buying an estimated $41.4K and bringing the position to 1,986 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #89.

PDS Planning first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • PDS Planning held 1,986 shares of GE Vernova worth $1.73M as of Q1 2026.
  • PDS Planning bought 53 GE Vernova shares in Q1 2026, an estimated $41.4K.
  • GE Vernova made up 0.11% of PDS Planning's portfolio in Q1 2026, its #89 holding.
  • PDS Planning first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.