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Whalen Wealth Management’s GE Vernova GEV Stock Holding History

Whalen Wealth Management’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 		$1.06M Buy
+1,209
New +$943K 0.57% 45
2025
Q4 		– Sell
-1,632
Closed -$1M – 252
2025
Q3 		$1M Buy
+1,632
New +$989K 0.59% 40

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

Whalen Wealth Management's GEV Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in GE Vernova (GEV) in Q1 2026: 1,209 shares worth $1.06M. The stake represents 0.57% of the portfolio and ranks #45 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in GEV as recently as Q3 2025.

Whalen Wealth Management first reported a position in GEV in Q3 2025 and has held it in 2 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Whalen Wealth Management held 1,209 shares of GE Vernova worth $1.06M as of Q1 2026.
  • GE Vernova was a new Whalen Wealth Management position in Q1 2026.
  • GE Vernova made up 0.57% of Whalen Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Whalen Wealth Management first reported a position in GE Vernova in Q3 2025 and has held it in 2 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.