TWM
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TriaGen Wealth Management’s GE Vernova GEV Stock Holding History

TriaGen 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 		$445K Sell
510
-71
-12% -$55.4K 0.12% 124
2025
Q4 		$380K Hold
581
– – 0.1% 136
2025
Q3 		$357K Sell
581
-4
-0.7% -$2.42K 0.09% 147
2025
Q2 		$310K Sell
585
-5,851
-91% -$2.44M 0.09% 146
2025
Q1 		$1.96M Buy
6,436
+5,064
+369% +$1.77M 0.69% 42
2024
Q4 		$451K Buy
1,372
+20
+1% +$6.25K 0.15% 109
2024
Q3 		$345K Buy
1,352
+128
+10% +$24.6K 0.12% 132
2024
Q2 		$210K Buy
+1,224
New +$194K 0.08% 155

Other funds holding GEV

BlackRock
BlackRock New York $5.7T 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 $1.47T 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