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Peak Financial Management’s GE Vernova GEV Stock Holding History

Peak Financial Management’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 		$478K Sell
547
-50
-8% -$39K 0.12% 60
2025
Q4 		$390K Buy
597
+45
+8% +$27.4K 0.1% 64
2025
Q3 		$339K Buy
552
+10
+2% +$6.06K 0.09% 67
2025
Q2 		$287K Sell
542
-350
-39% -$146K 0.08% 74
2025
Q1 		$272K Buy
+892
New +$311K 0.08% 74

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

Peak Financial Management's GEV Position: Q1 2026 in Review

Peak Financial Management reduced its GE Vernova (GEV) stake by 8.4% in Q1 2026, selling an estimated $39K and leaving 547 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #60.

Peak Financial Management first reported a position in GEV in Q1 2025 and has held it in 5 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Peak Financial Management held 547 shares of GE Vernova worth $478K as of Q1 2026.
  • Peak Financial Management sold 50 GE Vernova shares in Q1 2026, an estimated $39K.
  • GE Vernova made up 0.12% of Peak Financial Management's portfolio in Q1 2026, its #60 holding.
  • Peak Financial Management first reported a position in GE Vernova in Q1 2025 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 Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.