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Shepherd Financial Partners’s GE Vernova GEV Stock Holding History

Shepherd Financial Partners’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 		$1.01M Sell
1,152
-21
-2% -$16.4K 0.1% 111
2025
Q4 		$766K Buy
1,173
+126
+12% +$76.7K 0.07% 127
2025
Q3 		$644K Buy
1,047
+22
+2% +$13.3K 0.06% 141
2025
Q2 		$543K Sell
1,025
-9
-0.9% -$3.75K 0.06% 151
2025
Q1 		$316K Buy
+1,034
New +$361K 0.04% 180

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

Shepherd Financial Partners's GEV Position: Q1 2026 in Review

Shepherd Financial Partners reduced its GE Vernova (GEV) stake by 1.8% in Q1 2026, selling an estimated $16.4K and leaving 1,152 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #111.

Shepherd Financial Partners first reported a position in GEV in Q1 2025 and has held it in 5 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Shepherd Financial Partners held 1,152 shares of GE Vernova worth $1.01M as of Q1 2026.
  • Shepherd Financial Partners sold 21 GE Vernova shares in Q1 2026, an estimated $16.4K.
  • GE Vernova made up 0.1% of Shepherd Financial Partners's portfolio in Q1 2026, its #111 holding.
  • Shepherd Financial Partners first reported a position in GE Vernova in Q1 2025 and has held it in 5 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.