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SFG Wealth Management’s GE Vernova GEV Stock Holding History

SFG 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 		– Sell
-544
Closed -$356K – 140
2025
Q4 		$356K Sell
544
-3
-0.5% -$1.83K 0.14% 98
2025
Q3 		$336K Buy
+547
New +$331K 0.15% 103
2024
Q4 		– Sell
-3,908
Closed -$996K – 107
2024
Q3 		$996K Sell
3,908
-25
-0.6% -$4.8K 0.53% 33
2024
Q2 		$675K Buy
+3,933
New +$623K 0.38% 43

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

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

SFG Wealth Management sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 544 shares — an estimated $356K sold.

SFG Wealth Management first reported a position in GEV in Q2 2024 and held it in 4 quarters. The position peaked at $996K in Q3 2024. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • SFG Wealth Management reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 544 GE Vernova shares in Q1 2026, an estimated $356K.
  • SFG Wealth Management first reported a position in GE Vernova in Q2 2024 and held it in 4 quarters.
  • SFG Wealth Management's GE Vernova position peaked at $996K in Q3 2024.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.