SHP Wealth Management’s GE Vernova GEV Stock Holding History

SHP 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	$482K	Buy	552 +57	+12%	+$44.5K	0.04%	158
2025 Q4	$324K	Buy	+495	New	+$302K	0.03%	190

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SHP Wealth Management increased its GE Vernova (GEV) stake by 12% in Q1 2026, buying an estimated $44.5K and bringing the position to 552 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #158.

SHP Wealth Management first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

SHP Wealth Management held 552 shares of GE Vernova worth $482K as of Q1 2026.
SHP Wealth Management bought 57 GE Vernova shares in Q1 2026, an estimated $44.5K.
GE Vernova made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #158 holding.
SHP Wealth Management first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.