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Tradition Wealth Management’s GE Vernova GEV Stock Holding History

Tradition 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 		$942K Buy
1,079
+157
+17% +$122K 0.07% 203
2025
Q4 		$603K Buy
922
+144
+19% +$87.7K 0.04% 255
2025
Q3 		$478K Buy
778
+260
+50% +$158K 0.04% 297
2025
Q2 		$274K Buy
+518
New +$216K 0.02% 374

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

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

Tradition Wealth Management increased its GE Vernova (GEV) stake by 17% in Q1 2026, buying an estimated $122K and bringing the position to 1,079 shares worth $942K. The position accounts for 0.07% of the portfolio, ranked #203.

Tradition Wealth Management first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Tradition Wealth Management held 1,079 shares of GE Vernova worth $942K as of Q1 2026.
  • Tradition Wealth Management bought 157 GE Vernova shares in Q1 2026, an estimated $122K.
  • GE Vernova made up 0.07% of Tradition Wealth Management's portfolio in Q1 2026, its #203 holding.
  • Tradition Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.