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Sendero Wealth Management’s GE Vernova GEV Stock Holding History

Sendero Wealth Management’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 		$6.21M Sell
7,120
-1,221
-15% -$953K 0.69% 25
2025
Q4 		$5.45M Buy
8,341
+2,228
+36% +$1.36M 0.6% 33
2025
Q3 		$3.76M Sell
6,113
-105
-2% -$63.6K 0.44% 48
2025
Q2 		$3.29M Buy
6,218
+136
+2% +$56.6K 0.41% 51
2025
Q1 		$1.86M Buy
6,082
+201
+3% +$70.1K 0.26% 62
2024
Q4 		$1.93M Sell
5,881
-2,711
-32% -$847K 0.29% 59
2024
Q3 		$2.19M Buy
8,592
+2,614
+44% +$502K 0.35% 51
2024
Q2 		$1.03M Buy
+5,978
New +$947K 0.17% 74

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

Sendero Wealth Management's GEV Position: Q1 2026 in Review

Sendero Wealth Management reduced its GE Vernova (GEV) stake by 15% in Q1 2026, selling an estimated $953K and leaving 7,120 shares worth $6.21M. The position accounts for 0.69% of the portfolio, ranked #25.

Sendero Wealth Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Sendero Wealth Management held 7,120 shares of GE Vernova worth $6.21M as of Q1 2026.
  • Sendero Wealth Management sold 1,221 GE Vernova shares in Q1 2026, an estimated $953K.
  • GE Vernova made up 0.69% of Sendero Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Sendero Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.