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Wescott Financial Advisory Group’s GE Vernova GEV Stock Holding History

Wescott Financial Advisory Group’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 		$870K Buy
996
+44
+5% +$34.3K 0.08% 108
2025
Q4 		$622K Sell
952
-38
-4% -$23.1K 0.05% 119
2025
Q3 		$609K Buy
990
+22
+2% +$13.3K 0.05% 115
2025
Q2 		$512K Sell
968
-45
-4% -$18.7K 0.05% 115
2025
Q1 		$309K Buy
1,013
+8
+0.8% +$2.79K 0.03% 139
2024
Q4 		$331K Buy
1,005
+47
+5% +$14.7K 0.03% 133
2024
Q3 		$244K Buy
+958
New +$184K 0.03% 156

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

Wescott Financial Advisory Group's GEV Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its GE Vernova (GEV) stake by 4.6% in Q1 2026, buying an estimated $34.3K and bringing the position to 996 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #108.

Wescott Financial Advisory Group first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Wescott Financial Advisory Group held 996 shares of GE Vernova worth $870K as of Q1 2026.
  • Wescott Financial Advisory Group bought 44 GE Vernova shares in Q1 2026, an estimated $34.3K.
  • GE Vernova made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #108 holding.
  • Wescott Financial Advisory Group first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.