GE Vernova Inc.
MX ˙ BMV
SecurityMX:GEV / GE Vernova Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership3,406 shares
Latest Disclosed Value $ 2,973,465
EverSource Wealth Advisors, LLC reports 8.20% increase in ownership of GEV / GE Vernova Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 3,406 shares of GE Vernova Inc. (MX:GEV) valued at $2,973,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,148 shares of GE Vernova Inc.. This represents a change in shares of 8.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 GE VERNOVA INC COM Stock 36828A101 3,406 258 8.20 2,973 44.53 0.0138
2026-05-14 2026-03-31 13F GE VERNOVA INC COM Stock 36828A101 1,546 -1,602 81 0.0004
2026-02-06 2025-12-31 13F GE VERNOVA INC COM Stock 36828A101 3,148 126 4.17 2,057 10.71 0.0757
2025-11-10 2025-09-30 13F GE VERNOVA INC COM Stock 36828A101 3,022 142 4.93 1,858 22.00 0.0735
2025-08-13 2025-06-30 13F GE VERNOVA INC COM Stock 36828A101 2,880 251 9.55 1,524 89.90 0.0688
2025-05-13 2025-03-31 13F GE VERNOVA INC COM Stock 36828A101 2,629 598 29.44 803 20.06 0.0441
2025-02-10 2024-12-31 13F GE VERNOVA INC COM Stock 36828A101 2,031 745 57.93 668 104.28 0.0376
2024-11-08 2024-09-30 13F GE VERNOVA INC COM Stock 36828A101 1,286 186 16.91 328 66.84 0.0208
2024-08-13 2024-06-30 13F GE VERNOVA INC COM Stock 36828A101 1,100 -103 -8.56 196 6.52 0.0130
2024-06-11 2024-03-31 13F/A-1 GE VERNOVA INC COM Stock 36828A101 1,203 1,203 185 0.0145
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.