Trace Wealth Advisors’s GE Vernova GEV Stock Holding History

Trace Wealth Advisors’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	–	Sell	-487	Closed	-$318K	–	75
2025 Q4	$318K	Hold	487	–	–	0.23%	56
2025 Q3	$299K	Buy	+487	New	+$295K	0.22%	56

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Trace Wealth Advisors's GEV Position: Q1 2026 in Review

Trace Wealth Advisors sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 487 shares — an estimated $318K sold.

Trace Wealth Advisors first reported a position in GEV in Q3 2025 and held it in 2 quarters. The position peaked at $318K in Q4 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Trace Wealth Advisors reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
Trace Wealth Advisors sold 487 GE Vernova shares in Q1 2026, an estimated $318K.
Trace Wealth Advisors first reported a position in GE Vernova in Q3 2025 and held it in 2 quarters.
Trace Wealth Advisors's GE Vernova position peaked at $318K in Q4 2025.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.