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Pinnacle Wealth Planning Services’s GE Vernova GEV Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.62M Buy
1,854
+25
+1% +$19.5K 0.17% 74
2025
Q4 		$1.2M Buy
1,829
+26
+1% +$15.8K 0.12% 88
2025
Q3 		$1.11M Buy
1,803
+361
+25% +$219K 0.13% 91
2025
Q2 		$763K Buy
1,442
+416
+41% +$173K 0.1% 124
2025
Q1 		$313K Buy
1,026
+19
+2% +$6.63K 0.05% 249
2024
Q4 		$331K Sell
1,007
-332
-25% -$104K 0.05% 231
2024
Q3 		$341K Buy
1,339
+101
+8% +$19.4K 0.05% 263
2024
Q2 		$212K Buy
+1,238
New +$196K 0.03% 407

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 Planning Services's GEV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its GE Vernova (GEV) stake by 1.4% in Q1 2026, buying an estimated $19.5K and bringing the position to 1,854 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #74.

Pinnacle Wealth Planning Services 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.

  • Pinnacle Wealth Planning Services held 1,854 shares of GE Vernova worth $1.62M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 25 GE Vernova shares in Q1 2026, an estimated $19.5K.
  • GE Vernova made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #74 holding.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.