Wealthspire Advisors (New York)’s GE Vernova GEV Stock Holding History

Wealthspire Advisors (New York)’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	$4.24M	Sell	4,859 -1,976	-29%	-$1.54M	0.03%	181
2025 Q4	$4.47M	Buy	6,835 +1,447	+27%	+$881K	0.04%	173
2025 Q3	$3.31M	Buy	5,388 +89	+2%	+$53.9K	0.02%	206
2025 Q2	$2.8M	Sell	5,299 -12	-0.2%	-$5K	0.02%	230
2025 Q1	$1.62M	Buy	5,311 +322	+6%	+$112K	0.01%	304
2024 Q4	$1.64M	Buy	4,989 +400	+9%	+$125K	0.02%	276
2024 Q3	$1.17M	Buy	4,589 +235	+5%	+$45.1K	0.01%	345
2024 Q2	$747K	Buy	+4,354	New	+$690K	0.01%	360

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s GEV Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its GE Vernova (GEV) stake by 29% in Q1 2026, selling an estimated $1.54M and leaving 4,859 shares worth $4.24M. The position accounts for 0.03% of the portfolio, ranked #181.

Wealthspire Advisors (New York) first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.47M in Q4 2025. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Wealthspire Advisors (New York) held 4,859 shares of GE Vernova worth $4.24M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,976 GE Vernova shares in Q1 2026, an estimated $1.54M.
GE Vernova made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #181 holding.
Wealthspire Advisors (New York) first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s GE Vernova position peaked at $4.47M in Q4 2025.
3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.