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Strategic Financial Services’s GE Vernova GEV Stock Holding History

Strategic Financial Services’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 		$2.75M Hold
3,146
– – 0.13% 42
2025
Q4 		$2.45M Buy
3,146
+849
+37% +$517K 0.11% 45
2025
Q3 		$1.41M Buy
2,297
+427
+23% +$259K 0.07% 59
2025
Q2 		$990K Buy
1,870
+810
+76% +$337K 0.05% 68
2025
Q1 		$324K Sell
1,060
-50
-5% -$17.4K 0.02% 108
2024
Q4 		$365K Buy
1,110
+40
+4% +$12.5K 0.02% 107
2024
Q3 		$273K Buy
+1,070
New +$205K 0.02% 120

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

Strategic Financial Services's GEV Position: Q1 2026 in Review

Strategic Financial Services held its GE Vernova (GEV) position steady in Q1 2026 at 3,146 shares worth $2.75M. The position accounts for 0.13% of the portfolio, ranked #42.

Strategic Financial Services first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Strategic Financial Services held 3,146 shares of GE Vernova worth $2.75M as of Q1 2026.
  • Strategic Financial Services left its GE Vernova share count unchanged in Q1 2026.
  • GE Vernova made up 0.13% of Strategic Financial Services's portfolio in Q1 2026, its #42 holding.
  • Strategic Financial Services first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.