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TruWealth Advisors’s GE Vernova GEV Stock Holding History

TruWealth 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 		$219K Buy
+251
New +$196K 0.01% 170

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TruWealth Advisors's GEV Position: Q1 2026 in Review

TruWealth Advisors opened a new position in GE Vernova (GEV) in Q1 2026: 251 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #170 among its holdings.

3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • TruWealth Advisors held 251 shares of GE Vernova worth $219K as of Q1 2026.
  • GE Vernova was a new TruWealth Advisors position in Q1 2026.
  • GE Vernova made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #170 holding.
  • 3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.