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Retirement Planning Group (New York)’s GE Vernova GEV Stock Holding History

Retirement Planning Group (New York)’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 		$2.55M Buy
2,925
+7
+0.2% +$5.46K 1.65% 21
2025
Q4 		$1.91M Buy
2,918
+45
+2% +$27.4K 1.3% 23
2025
Q3 		$1.77M Buy
2,873
+1
+0% +$606 1.32% 24
2025
Q2 		$1.52M Buy
2,872
+1
+0% +$416 1.34% 23
2025
Q1 		$876K Buy
2,871
+1,330
+86% +$464K 0.89% 27
2024
Q4 		$507K Buy
+1,541
New +$482K 0.56% 36

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

Retirement Planning Group (New York)'s GEV Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its GE Vernova (GEV) stake by 0.24% in Q1 2026, buying an estimated $5.46K and bringing the position to 2,925 shares worth $2.55M. The position accounts for 1.65% of the portfolio, ranked #21.

Retirement Planning Group (New York) first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Retirement Planning Group (New York) held 2,925 shares of GE Vernova worth $2.55M as of Q1 2026.
  • Retirement Planning Group (New York) bought 7 GE Vernova shares in Q1 2026, an estimated $5.46K.
  • GE Vernova made up 1.65% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #21 holding.
  • Retirement Planning Group (New York) first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.