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Schear Investment Advisers’s GE Vernova GEV Stock Holding History

Schear Investment Advisers’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 		$11.1M Sell
12,671
-13
-0.1% -$10.1K 4.88% 3
2025
Q4 		$8.29M Buy
12,684
+937
+8% +$571K 3.57% 5
2025
Q3 		$7.22M Buy
11,747
+7
+0.1% +$4.24K 3.22% 7
2025
Q2 		$6.21M Buy
11,740
+100
+0.9% +$41.6K 3.08% 7
2025
Q1 		$3.55M Buy
11,640
+2,241
+24% +$781K 2.05% 12
2024
Q4 		$3.09M Buy
9,399
+888
+10% +$278K 1.65% 13
2024
Q3 		$2.17M Buy
8,511
+2,251
+36% +$432K 1.34% 20
2024
Q2 		$1.07M Buy
+6,260
New +$992K 0.78% 44

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

Schear Investment Advisers's GEV Position: Q1 2026 in Review

Schear Investment Advisers reduced its GE Vernova (GEV) stake by 0.1% in Q1 2026, selling an estimated $10.1K and leaving 12,671 shares worth $11.1M. The position accounts for 4.88% of the portfolio, ranked #3.

Schear Investment Advisers first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Schear Investment Advisers held 12,671 shares of GE Vernova worth $11.1M as of Q1 2026.
  • Schear Investment Advisers sold 13 GE Vernova shares in Q1 2026, an estimated $10.1K.
  • GE Vernova made up 4.88% of Schear Investment Advisers's portfolio in Q1 2026, its #3 holding.
  • Schear Investment Advisers first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.