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Sage Mountain Advisors’s GE Vernova GEV Stock Holding History

Sage Mountain 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
-2,080
Closed -$1.36M – 569
2025
Q4 		$1.36M Buy
2,080
+69
+3% +$42K 0.07% 136
2025
Q3 		$1.24M Buy
2,011
+89
+5% +$53.9K 0.07% 139
2025
Q2 		$1.02M Buy
1,922
+273
+17% +$114K 0.07% 140
2025
Q1 		$504K Buy
1,649
+10
+0.6% +$3.49K 0.04% 221
2024
Q4 		$539K Buy
1,639
+60
+4% +$18.8K 0.04% 199
2024
Q3 		$403K Buy
1,579
+98
+7% +$18.8K 0.03% 238
2024
Q2 		$254K Buy
+1,481
New +$235K 0.02% 293

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

Sage Mountain Advisors's GEV Position: Q1 2026 in Review

Sage Mountain Advisors sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 2,080 shares — an estimated $1.36M sold.

Sage Mountain Advisors first reported a position in GEV in Q2 2024 and held it in 7 quarters. The position peaked at $1.36M in Q4 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Sage Mountain Advisors reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,080 GE Vernova shares in Q1 2026, an estimated $1.36M.
  • Sage Mountain Advisors first reported a position in GE Vernova in Q2 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's GE Vernova position peaked at $1.36M in Q4 2025.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.