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Shepherd Wealth Management’s GE Vernova GEV Stock Holding History

Shepherd 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
-4,428
Closed -$3.02M – 62
2025
Q4 		$3.02M Sell
4,428
-428
-9% -$261K 2.1% 16
2025
Q3 		$2.74M Buy
+4,856
New +$2.94M 1.82% 17

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 Wealth Management's GEV Position: Q1 2026 in Review

Shepherd Wealth Management sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 4,428 shares — an estimated $3.02M sold.

Shepherd Wealth Management first reported a position in GEV in Q3 2025 and held it in 2 quarters. The position peaked at $3.02M in Q4 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Shepherd Wealth Management reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 4,428 GE Vernova shares in Q1 2026, an estimated $3.02M.
  • Shepherd Wealth Management first reported a position in GE Vernova in Q3 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's GE Vernova position peaked at $3.02M in Q4 2025.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.