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Private Advisory Group’s GE Vernova GEV Stock Holding History

Private 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 		$664K Buy
760
+94
+14% +$73.3K 0.04% 180
2025
Q4 		$435K Sell
666
-4,994
-88% -$3.04M 0.03% 169
2025
Q3 		$3.48M Buy
5,660
+2,733
+93% +$1.66M 0.29% 73
2025
Q2 		$1.55M Buy
+2,927
New +$1.22M 0.14% 93

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

Private Advisory Group's GEV Position: Q1 2026 in Review

Private Advisory Group increased its GE Vernova (GEV) stake by 14% in Q1 2026, buying an estimated $73.3K and bringing the position to 760 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #180.

Private Advisory Group first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q3 2025. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Private Advisory Group held 760 shares of GE Vernova worth $664K as of Q1 2026.
  • Private Advisory Group bought 94 GE Vernova shares in Q1 2026, an estimated $73.3K.
  • GE Vernova made up 0.04% of Private Advisory Group's portfolio in Q1 2026, its #180 holding.
  • Private Advisory Group first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • Private Advisory Group's GE Vernova position peaked at $3.48M in Q3 2025.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.