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Triad Wealth Partners’s GE Vernova GEV Stock Holding History

Triad 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 		$455K Buy
521
+38
+8% +$29.6K 0.04% 291
2025
Q4 		$316K Buy
483
+119
+33% +$72.5K 0.03% 373
2025
Q3 		$224K Buy
+364
New +$221K 0.03% 348
2024
Q3 		– Sell
-67
Closed -$11.5K – 986
2024
Q2 		$11.5K Buy
+67
New +$10.6K 0.01% 435

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

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

Triad Wealth Partners increased its GE Vernova (GEV) stake by 7.9% in Q1 2026, buying an estimated $29.6K and bringing the position to 521 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #291.

Triad Wealth Partners first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Triad Wealth Partners held 521 shares of GE Vernova worth $455K as of Q1 2026.
  • Triad Wealth Partners bought 38 GE Vernova shares in Q1 2026, an estimated $29.6K.
  • GE Vernova made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #291 holding.
  • Triad Wealth Partners first reported a position in GE Vernova in Q2 2024 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.