TWM
GEV icon

TCFG Wealth Management’s GE Vernova GEV Stock Holding History

TCFG 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 		$807K Buy
924
+23
+3% +$17.9K 0.3% 82
2025
Q4 		$589K Buy
901
+15
+2% +$9.14K 0.23% 115
2025
Q3 		$545K Buy
886
+75
+9% +$45.4K 0.21% 120
2025
Q2 		$429K Buy
811
+83
+11% +$34.6K 0.19% 142
2025
Q1 		$222K Buy
728
+89
+14% +$31K 0.11% 208
2024
Q4 		$210K Buy
+639
New +$200K 0.11% 212

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TCFG Wealth Management increased its GE Vernova (GEV) stake by 2.6% in Q1 2026, buying an estimated $17.9K and bringing the position to 924 shares worth $807K. The position accounts for 0.3% of the portfolio, ranked #82.

TCFG Wealth Management first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • TCFG Wealth Management held 924 shares of GE Vernova worth $807K as of Q1 2026.
  • TCFG Wealth Management bought 23 GE Vernova shares in Q1 2026, an estimated $17.9K.
  • GE Vernova made up 0.3% of TCFG Wealth Management's portfolio in Q1 2026, its #82 holding.
  • TCFG Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.