SWP
GEV icon

Stratos Wealth Partners’s GE Vernova GEV Stock Holding History

Stratos Wealth 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 		$20.1M Buy
22,979
+1,454
+7% +$1.13M 0.23% 89
2025
Q4 		$14.1M Buy
21,525
+8,049
+60% +$4.9M 0.16% 128
2025
Q3 		$8.29M Buy
13,476
+2,294
+21% +$1.39M 0.1% 217
2025
Q2 		$5.92M Buy
11,182
+5,664
+103% +$2.36M 0.08% 249
2025
Q1 		$1.68M Sell
5,518
-976
-15% -$340K 0.03% 490
2024
Q4 		$2.14M Buy
6,494
+460
+8% +$144K 0.03% 456
2024
Q3 		$1.54M Buy
6,034
+1,550
+35% +$298K 0.02% 530
2024
Q2 		$769K Buy
+4,484
New +$711K 0.01% 749

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

Stratos Wealth Partners's GEV Position: Q1 2026 in Review

Stratos Wealth Partners increased its GE Vernova (GEV) stake by 6.8% in Q1 2026, buying an estimated $1.13M and bringing the position to 22,979 shares worth $20.1M. The position accounts for 0.23% of the portfolio, ranked #89.

Stratos Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Stratos Wealth Partners held 22,979 shares of GE Vernova worth $20.1M as of Q1 2026.
  • Stratos Wealth Partners bought 1,454 GE Vernova shares in Q1 2026, an estimated $1.13M.
  • GE Vernova made up 0.23% of Stratos Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Stratos Wealth Partners first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.