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Waverly Advisors’s GE Vernova GEV Stock Holding History

Waverly 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 		$15.5M Buy
17,787
+1,321
+8% +$1.03M 0.12% 175
2025
Q4 		$10.8M Buy
16,466
+9,042
+122% +$5.51M 0.09% 219
2025
Q3 		$4.57M Buy
7,424
+1,006
+16% +$609K 0.05% 334
2025
Q2 		$3.4M Buy
6,418
+597
+10% +$249K 0.04% 381
2025
Q1 		$1.78M Buy
5,821
+962
+20% +$335K 0.02% 496
2024
Q4 		$1.6M Buy
4,859
+2,399
+98% +$750K 0.02% 427
2024
Q3 		$627K Sell
2,460
-253
-9% -$48.6K 0.01% 540
2024
Q2 		$465K Buy
+2,713
New +$430K 0.01% 595

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

Waverly Advisors's GEV Position: Q1 2026 in Review

Waverly Advisors increased its GE Vernova (GEV) stake by 8% in Q1 2026, buying an estimated $1.03M and bringing the position to 17,787 shares worth $15.5M. The position accounts for 0.12% of the portfolio, ranked #175.

Waverly 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.

  • Waverly Advisors held 17,787 shares of GE Vernova worth $15.5M as of Q1 2026.
  • Waverly Advisors bought 1,321 GE Vernova shares in Q1 2026, an estimated $1.03M.
  • GE Vernova made up 0.12% of Waverly Advisors's portfolio in Q1 2026, its #175 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.