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Perigon Wealth Management’s GE Vernova GEV Stock Holding History

Perigon Wealth 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 		$7.29M Buy
8,354
+1,147
+16% +$895K 0.13% 156
2025
Q4 		$4.71M Buy
7,207
+812
+13% +$495K 0.08% 219
2025
Q3 		$3.93M Buy
6,395
+1,843
+40% +$1.12M 0.08% 235
2025
Q2 		$2.41M Buy
4,552
+397
+10% +$165K 0.06% 297
2025
Q1 		$1.27M Sell
4,155
-515
-11% -$180K 0.03% 398
2024
Q4 		$1.83M Buy
4,670
+1,074
+30% +$336K 0.04% 325
2024
Q3 		$917K Sell
3,596
-57
-2% -$10.9K 0.02% 458
2024
Q2 		$627K Buy
+3,653
New +$579K 0.02% 477

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

Perigon Wealth Management's GEV Position: Q1 2026 in Review

Perigon Wealth Management increased its GE Vernova (GEV) stake by 16% in Q1 2026, buying an estimated $895K and bringing the position to 8,354 shares worth $7.29M. The position accounts for 0.13% of the portfolio, ranked #156.

Perigon Wealth Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Perigon Wealth Management held 8,354 shares of GE Vernova worth $7.29M as of Q1 2026.
  • Perigon Wealth Management bought 1,147 GE Vernova shares in Q1 2026, an estimated $895K.
  • GE Vernova made up 0.13% of Perigon Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Perigon Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.