Sun Financial’s GE Vernova GEV Stock Holding History

Sun Financial’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	$2.1M	Sell	1,926 -87	-4%	-$67.9K	1.05%	25
2025 Q4	$1.32M	Buy	+2,013	New	+$1.23M	0.73%	41

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

Sun Financial's GEV Position: Q1 2026 in Review

Sun Financial reduced its GE Vernova (GEV) stake by 4.3% in Q1 2026, selling an estimated $67.9K and leaving 1,926 shares worth $2.1M. The position accounts for 1.05% of the portfolio, ranked #25.

Sun Financial first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,128 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Sun Financial held 1,926 shares of GE Vernova worth $2.1M as of Q1 2026.
Sun Financial sold 87 GE Vernova shares in Q1 2026, an estimated $67.9K.
GE Vernova made up 1.05% of Sun Financial's portfolio in Q1 2026, its #25 holding.
Sun Financial first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
3,128 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.