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Rollins Financial Advisors’s GE Vernova GEV Stock Holding History

Rollins Financial 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 		$283K Hold
324
– – 0.04% 139
2025
Q4 		$212K Buy
+324
New +$197K 0.03% 146
2025
Q3 		– Sell
-652
Closed -$345K – 154
2025
Q2 		$345K Sell
652
-375
-37% -$156K 0.06% 98
2025
Q1 		$314K Buy
+1,027
New +$358K 0.05% 101

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

Rollins Financial Advisors's GEV Position: Q1 2026 in Review

Rollins Financial Advisors held its GE Vernova (GEV) position steady in Q1 2026 at 324 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #139.

Rollins Financial Advisors first reported a position in GEV in Q1 2025 and has held it in 4 quarters since. The position peaked at $345K in Q2 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Rollins Financial Advisors held 324 shares of GE Vernova worth $283K as of Q1 2026.
  • Rollins Financial Advisors left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #139 holding.
  • Rollins Financial Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 4 quarters since.
  • Rollins Financial Advisors's GE Vernova position peaked at $345K in Q2 2025.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.