PTM Wealth Management’s GE Vernova GEV Stock Holding History

PTM 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	$362K	Hold	403	–	–	0.19%	37
2025 Q4	$274K	Hold	403	–	–	0.15%	45
2025 Q3	$243K	Hold	403	–	–	0.15%	51
2025 Q2	$208K	Buy	+403	New	+$168K	0.14%	47

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PTM Wealth Management held its GE Vernova (GEV) position steady in Q1 2026 at 403 shares worth $362K. The position accounts for 0.19% of the portfolio, ranked #37.

PTM Wealth Management first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

PTM Wealth Management held 403 shares of GE Vernova worth $362K as of Q1 2026.
PTM Wealth Management left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 0.19% of PTM Wealth Management's portfolio in Q1 2026, its #37 holding.
PTM Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.