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Values First Advisors’s GE Vernova GEV Stock Holding History

Values First 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 		$2.05M Sell
2,344
-979
-29% -$764K 1.07% 25
2025
Q4 		$2.17M Buy
3,323
+221
+7% +$135K 1.13% 20
2025
Q3 		$1.91M Sell
3,102
-94
-3% -$56.9K 1.02% 30
2025
Q2 		$1.69M Sell
3,196
-226
-7% -$94.1K 0.92% 39
2025
Q1 		$1.04M Buy
3,422
+1,473
+76% +$514K 0.61% 47
2024
Q4 		$641K Buy
+1,949
New +$609K 0.35% 78

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

Values First Advisors's GEV Position: Q1 2026 in Review

Values First Advisors reduced its GE Vernova (GEV) stake by 29% in Q1 2026, selling an estimated $764K and leaving 2,344 shares worth $2.05M. The position accounts for 1.07% of the portfolio, ranked #25.

Values First Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q4 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Values First Advisors held 2,344 shares of GE Vernova worth $2.05M as of Q1 2026.
  • Values First Advisors sold 979 GE Vernova shares in Q1 2026, an estimated $764K.
  • GE Vernova made up 1.07% of Values First Advisors's portfolio in Q1 2026, its #25 holding.
  • Values First Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • Values First Advisors's GE Vernova position peaked at $2.17M in Q4 2025.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.