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Regal Investment Advisors’s GE Vernova GEV Stock Holding History

Regal Investment Advisors’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 		$1.13M Buy
1,291
+199
+18% +$155K 0.07% 268
2025
Q4 		$713K Buy
1,092
+197
+22% +$120K 0.04% 350
2025
Q3 		$550K Sell
895
-3
-0.3% -$1.82K 0.04% 363
2025
Q2 		$475K Buy
+898
New +$374K 0.04% 348
2025
Q1 		– Sell
-777
Closed -$256K – 496
2024
Q4 		$256K Buy
+777
New +$243K 0.02% 438

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

Regal Investment Advisors's GEV Position: Q1 2026 in Review

Regal Investment Advisors increased its GE Vernova (GEV) stake by 18% in Q1 2026, buying an estimated $155K and bringing the position to 1,291 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #268.

Regal Investment Advisors first reported a position in GEV in Q4 2024 and has held it in 5 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Regal Investment Advisors held 1,291 shares of GE Vernova worth $1.13M as of Q1 2026.
  • Regal Investment Advisors bought 199 GE Vernova shares in Q1 2026, an estimated $155K.
  • GE Vernova made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #268 holding.
  • Regal Investment Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 5 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.