PWMAG
GEV icon

Pinnacle Wealth Management Advisory Group’s GE Vernova GEV Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$1.44M Buy
1,654
+47
+3% +$36.7K 0.1% 143
2025
Q4 		$1.05M Buy
1,607
+450
+39% +$274K 0.07% 165
2025
Q3 		$711K Buy
1,157
+4
+0.3% +$2.42K 0.05% 183
2025
Q2 		$610K Buy
1,153
+65
+6% +$27.1K 0.05% 195
2025
Q1 		$332K Sell
1,088
-4
-0.4% -$1.4K 0.03% 276
2024
Q4 		$359K Buy
1,092
+2
+0.2% +$625 0.03% 255
2024
Q3 		$278K Buy
+1,090
New +$209K 0.03% 296

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

Pinnacle Wealth Management Advisory Group's GEV Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its GE Vernova (GEV) stake by 2.9% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,654 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #143.

Pinnacle Wealth Management Advisory Group first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 1,654 shares of GE Vernova worth $1.44M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 47 GE Vernova shares in Q1 2026, an estimated $36.7K.
  • GE Vernova made up 0.1% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #143 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.