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Strategic Planning Inc’s GE Vernova GEV Stock Holding History

Strategic Planning Inc’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 		$888K Buy
1,017
+21
+2% +$16.4K 0.45% 28
2025
Q4 		$651K Sell
996
-8
-0.8% -$4.87K 0.35% 31
2025
Q3 		$617K Buy
1,004
+36
+4% +$21.8K 0.36% 32
2025
Q2 		$512K Sell
968
-20
-2% -$8.33K 0.31% 39
2025
Q1 		$302K Buy
+988
New +$345K 0.17% 48

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 Planning Inc's GEV Position: Q1 2026 in Review

Strategic Planning Inc increased its GE Vernova (GEV) stake by 2.1% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,017 shares worth $888K. The position accounts for 0.45% of the portfolio, ranked #28.

Strategic Planning Inc 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.

  • Strategic Planning Inc held 1,017 shares of GE Vernova worth $888K as of Q1 2026.
  • Strategic Planning Inc bought 21 GE Vernova shares in Q1 2026, an estimated $16.4K.
  • GE Vernova made up 0.45% of Strategic Planning Inc's portfolio in Q1 2026, its #28 holding.
  • Strategic Planning Inc 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 Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.