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Sargent Investment Group’s GE Vernova GEV Stock Holding History

Sargent Investment Group’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 		$3.26M Sell
3,732
-143
-4% -$112K 0.43% 53
2025
Q4 		$2.53M Buy
3,875
+3
+0.1% +$1.83K 0.32% 58
2025
Q3 		$2.38M Buy
3,872
+110
+3% +$66.6K 0.34% 61
2025
Q2 		$2.5M Sell
3,762
-39
-1% -$16.2K 0.34% 57
2025
Q1 		$1.16M Sell
3,801
-142
-4% -$49.5K 0.19% 85
2024
Q4 		$1.45M Buy
3,943
+298
+8% +$93.2K 0.24% 78
2024
Q3 		$929K Sell
3,645
-217
-6% -$41.7K 0.17% 91
2024
Q2 		$662K Buy
+3,862
New +$612K 0.14% 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

Sargent Investment Group's GEV Position: Q1 2026 in Review

Sargent Investment Group reduced its GE Vernova (GEV) stake by 3.7% in Q1 2026, selling an estimated $112K and leaving 3,732 shares worth $3.26M. The position accounts for 0.43% of the portfolio, ranked #53.

Sargent Investment Group first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Sargent Investment Group held 3,732 shares of GE Vernova worth $3.26M as of Q1 2026.
  • Sargent Investment Group sold 143 GE Vernova shares in Q1 2026, an estimated $112K.
  • GE Vernova made up 0.43% of Sargent Investment Group's portfolio in Q1 2026, its #53 holding.
  • Sargent Investment Group first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.