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Personal CFO Solutions’s GE Vernova GEV Stock Holding History

Personal CFO Solutions’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 		$1.28M Sell
1,471
-231
-14% -$180K 0.18% 98
2025
Q4 		$1.11M Buy
1,702
+75
+5% +$45.7K 0.18% 106
2025
Q3 		$1M Buy
1,627
+37
+2% +$22.4K 0.18% 114
2025
Q2 		$841K Buy
1,590
+119
+8% +$49.5K 0.16% 141
2025
Q1 		$449K Sell
1,471
-40
-3% -$13.9K 0.09% 227
2024
Q4 		$497K Sell
1,511
-127
-8% -$39.7K 0.1% 203
2024
Q3 		$418K Buy
+1,638
New +$315K 0.06% 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

Personal CFO Solutions's GEV Position: Q1 2026 in Review

Personal CFO Solutions reduced its GE Vernova (GEV) stake by 14% in Q1 2026, selling an estimated $180K and leaving 1,471 shares worth $1.28M. The position accounts for 0.18% of the portfolio, ranked #98.

Personal CFO Solutions first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Personal CFO Solutions held 1,471 shares of GE Vernova worth $1.28M as of Q1 2026.
  • Personal CFO Solutions sold 231 GE Vernova shares in Q1 2026, an estimated $180K.
  • GE Vernova made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #98 holding.
  • Personal CFO Solutions first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.