Twin Peaks Wealth Advisors’s GE Vernova GEV Stock Holding History

Twin Peaks Wealth 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	$264K	Buy	302 +35	+13%	+$27.3K	0.07%	152
2025 Q4	$214K	Buy	+267	New	+$163K	0.06%	173
2025 Q3	–	Sell	-219	Closed	-$144K	–	2221
2025 Q2	$144K	Buy	+219	New	+$91.2K	0.05%	190

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Twin Peaks Wealth Advisors's GEV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its GE Vernova (GEV) stake by 13% in Q1 2026, buying an estimated $27.3K and bringing the position to 302 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #152.

Twin Peaks Wealth Advisors first reported a position in GEV in Q2 2025 and has held it in 3 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Twin Peaks Wealth Advisors held 302 shares of GE Vernova worth $264K as of Q1 2026.
Twin Peaks Wealth Advisors bought 35 GE Vernova shares in Q1 2026, an estimated $27.3K.
GE Vernova made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #152 holding.
Twin Peaks Wealth Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 3 quarters since.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.