RTD Financial Advisors’s GE Vernova GEV Stock Holding History

RTD 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	–	Sell	-333	Closed	-$218K	–	118
2025 Q4	$218K	Buy	+333	New	+$203K	0.03%	112

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

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

RTD Financial Advisors sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 333 shares — an estimated $218K sold.

RTD Financial Advisors first reported a position in GEV in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

RTD Financial Advisors reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
RTD Financial Advisors sold 333 GE Vernova shares in Q1 2026, an estimated $218K.
RTD Financial Advisors first reported a position in GE Vernova in Q4 2025 and held it in 1 quarter.
RTD Financial Advisors's GE Vernova position peaked at $218K in Q4 2025.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on RTD Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.