GE Vernova Inc.
MX ˙ BMV
SecurityMX:GEV / GE Vernova Inc.
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership3,167 shares
Latest Disclosed Value $ 2,833,954
Modern Wealth Management, LLC reports 12.87% increase in ownership of GEV / GE Vernova Inc.

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,167 shares of GE Vernova Inc. (MX:GEV) valued at $2,833,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,806 shares of GE Vernova Inc.. This represents a change in shares of 12.87% 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)
2026-05-14 2026-03-31 13F GE VERNOVA COM 36828A101 3,167 361 12.87 2,834 54.47 0.0436
2026-02-17 2025-12-31 13F GE VERNOVA COM 36828A101 2,806 182 6.94 1,834 13.70 0.0334
2025-11-12 2025-09-30 13F GE VERNOVA COM 36828A101 2,624 168 6.84 1,614 24.17 0.0319
2025-11-12 2025-06-30 13F/A-1 GE VERNOVA COM 36828A101 2,456 160 6.97 1,300 85.57 0.0320
2025-08-14 2025-06-30 13F GE VERNOVA COM 36828A101 2,414 118 1,277 0.0319
2025-06-02 2025-03-31 13F/A-1 GE VERNOVA COM 36828A101 2,296 571 33.10 701 23.46 0.0224
2025-05-15 2025-03-31 13F GE VERNOVA COM 36828A101 2,250 525 687 0.0212
2025-05-30 2024-12-31 13F/A-3 GE VERNOVA COM 36828A101 1,725 394 29.60 567 67.26 0.0212
2025-05-30 2024-12-31 13F/A-1 GE VERNOVA COM 36828A101 1,698 367 559 0.0223
2025-02-11 2024-12-31 13F GE VERNOVA COM 36828A101 1,745 441 672 0.0235
2025-05-30 2024-09-30 13F/A-3 GE VERNOVA COM 36828A101 1,331 15 1.14 339 50.67 0.0208
2025-05-29 2024-09-30 13F/A-1 GE VERNOVA COM 36828A101 1,304 -12 332 0.0206
2024-11-05 2024-09-30 13F GE VERNOVA COM 36828A101 1,331 15 339 0.0206
2025-05-29 2024-06-30 13F/A-1 GE VERNOVA COM 36828A101 1,316 1,316 226 0.0173
2024-08-08 2024-06-30 13F GE VERNOVA COM 36828A101 1,316 1,316 226 0.0165
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.