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Richard Bernstein Advisors’s GE Vernova GEV Stock Holding History

Richard Bernstein 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 		$2.11M Sell
2,412
-1,204
-33% -$939K 0.06% 74
2025
Q4 		$2.36M Sell
3,616
-449
-11% -$273K 0.07% 52
2025
Q3 		$2.5M Sell
4,065
-4,223
-51% -$2.56M 0.07% 65
2025
Q2 		$4.39M Sell
8,288
-873
-10% -$363K 0.11% 80
2025
Q1 		$2.8M Sell
9,161
-376
-4% -$131K 0.07% 164
2024
Q4 		$3.14M Hold
9,537
– – 0.07% 157
2024
Q3 		$2.43M Hold
9,537
– – 0.05% 190
2024
Q2 		$1.64M Buy
+9,537
New +$1.51M 0.04% 198

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

Richard Bernstein Advisors's GEV Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its GE Vernova (GEV) stake by 33% in Q1 2026, selling an estimated $939K and leaving 2,412 shares worth $2.11M. The position accounts for 0.06% of the portfolio, ranked #74.

Richard Bernstein Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.39M in Q2 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Richard Bernstein Advisors held 2,412 shares of GE Vernova worth $2.11M as of Q1 2026.
  • Richard Bernstein Advisors sold 1,204 GE Vernova shares in Q1 2026, an estimated $939K.
  • GE Vernova made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #74 holding.
  • Richard Bernstein Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • Richard Bernstein Advisors's GE Vernova position peaked at $4.39M in Q2 2025.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.