U.S. Capital Wealth Advisors’s GE Vernova GEV Stock Holding History

U.S. Capital 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	$10.6M	Buy	12,130 +901	+8%	+$703K	0.27%	86
2025 Q4	$7.34M	Buy	11,229 +2,029	+22%	+$1.24M	0.19%	135
2025 Q3	$5.66M	Buy	9,200 +514	+6%	+$311K	0.15%	160
2025 Q2	$4.6M	Sell	8,686 -1,659	-16%	-$691K	0.13%	172
2025 Q1	$3.16M	Buy	10,345 +1,466	+17%	+$511K	0.1%	218
2024 Q4	$2.92M	Buy	8,879 +1,182	+15%	+$369K	0.09%	226
2024 Q3	$1.96M	Buy	7,697 +6,321	+459%	+$1.21M	0.07%	251
2024 Q2	$236K	Buy	+1,376	New	+$218K	0.01%	617

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

U.S. Capital Wealth Advisors's GEV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its GE Vernova (GEV) stake by 8% in Q1 2026, buying an estimated $703K and bringing the position to 12,130 shares worth $10.6M. The position accounts for 0.27% of the portfolio, ranked #86.

U.S. Capital Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

U.S. Capital Wealth Advisors held 12,130 shares of GE Vernova worth $10.6M as of Q1 2026.
U.S. Capital Wealth Advisors bought 901 GE Vernova shares in Q1 2026, an estimated $703K.
GE Vernova made up 0.27% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #86 holding.
U.S. Capital Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.