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True Link Financial Advisors’s GE Vernova GEV Stock Holding History

True Link Financial 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 		$495K Sell
567
-49
-8% -$38.2K 0.03% 44
2025
Q4 		$403K Buy
616
+1
+0.2% +$609 0.02% 65
2025
Q3 		$378K Hold
615
– – 0.02% 62
2025
Q2 		$325K Buy
+615
New +$256K 0.02% 65

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

True Link Financial Advisors's GEV Position: Q1 2026 in Review

True Link Financial Advisors reduced its GE Vernova (GEV) stake by 8% in Q1 2026, selling an estimated $38.2K and leaving 567 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #44.

True Link Financial Advisors first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • True Link Financial Advisors held 567 shares of GE Vernova worth $495K as of Q1 2026.
  • True Link Financial Advisors sold 49 GE Vernova shares in Q1 2026, an estimated $38.2K.
  • GE Vernova made up 0.03% of True Link Financial Advisors's portfolio in Q1 2026, its #44 holding.
  • True Link Financial Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.