Root Financial Partners’s GE Vernova GEV Stock Holding History

Root Financial Partners’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	$761K	Buy	872 +227	+35%	+$177K	0.04%	120
2025 Q4	$422K	Buy	645 +131	+25%	+$79.8K	0.02%	185
2025 Q3	$316K	Buy	514 +118	+30%	+$71.5K	0.02%	208
2025 Q2	$210K	Buy	+396	New	+$165K	0.02%	238

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

Root Financial Partners's GEV Position: Q1 2026 in Review

Root Financial Partners increased its GE Vernova (GEV) stake by 35% in Q1 2026, buying an estimated $177K and bringing the position to 872 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #120.

Root Financial Partners first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Root Financial Partners held 872 shares of GE Vernova worth $761K as of Q1 2026.
Root Financial Partners bought 227 GE Vernova shares in Q1 2026, an estimated $177K.
GE Vernova made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #120 holding.
Root Financial Partners first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.