TSG Advice Partners’s GE Vernova GEV Stock Holding History

TSG Advice 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	$278K	Buy	318 +2	+0.6%	+$1.56K	0.04%	116
2025 Q4	$207K	Buy	+316	New	+$192K	0.03%	110

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSG Advice Partners's GEV Position: Q1 2026 in Review

TSG Advice Partners increased its GE Vernova (GEV) stake by 0.63% in Q1 2026, buying an estimated $1.56K and bringing the position to 318 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #116.

TSG Advice Partners first reported a position in GEV in Q4 2025 and has held it in 2 quarters since. 3,133 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

TSG Advice Partners held 318 shares of GE Vernova worth $278K as of Q1 2026.
TSG Advice Partners bought 2 GE Vernova shares in Q1 2026, an estimated $1.56K.
GE Vernova made up 0.04% of TSG Advice Partners's portfolio in Q1 2026, its #116 holding.
TSG Advice Partners first reported a position in GE Vernova in Q4 2025 and has held it in 2 quarters since.
3,133 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.