WTFG
GEV icon

Wood Tarver Financial Group’s GE Vernova GEV Stock Holding History

Wood Tarver Financial 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 		$209K Buy
+240
New +$187K 0.06% 151
2025
Q3 		– Sell
-218
Closed -$115K – 683
2025
Q2 		$115K Buy
218
+20
+10% +$8.33K 0.03% 197
2025
Q1 		$60.5K Hold
198
– – 0.02% 260
2024
Q4 		$65K Buy
+198
New +$61.9K 0.02% 246

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

Wood Tarver Financial Group's GEV Position: Q1 2026 in Review

Wood Tarver Financial Group opened a new position in GE Vernova (GEV) in Q1 2026: 240 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #151 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in GEV as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in GEV in Q4 2024 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Wood Tarver Financial Group held 240 shares of GE Vernova worth $209K as of Q1 2026.
  • GE Vernova was a new Wood Tarver Financial Group position in Q1 2026.
  • GE Vernova made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #151 holding.
  • Wood Tarver Financial Group first reported a position in GE Vernova in Q4 2024 and has held it in 4 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

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