Hickory Point Bank & Trust GEV GE VERNOVA LLC

Ownership history in Hickory Point Bank & Trust  ·  4 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported GE VERNOVA LLC (GEV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows GEV at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in GE VERNOVA LLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GEV was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hickory Point Bank & Trust held GEV — position size vs. price
% of Fund (quarterly)    GEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 518 +33 +6.8% 0.30% $452K 2026-05-15 (Est.) $1049.23
2025 Q4 UNCHANGED 485 0% 0.23% $317K 2026-01-12 $639.38
2025 Q3 UNCHANGED 485 0% 0.22% $298K 2025-10-06 $602.16
2025 Q2 INITIATED 485 0.21% $257K 2025-07-08 $528.84

FAQ About Hickory Point Bank & Trust and GEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning GEV?

Hickory Point Bank & Trust reported GEV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GEV position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for GEV was 0.30% in 2026 Q1.

What is the latest reported GEV position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 518 shares, equal to 0.30% of portfolio, with an estimated market value of $452K.

What does the chart on this GEV ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly GEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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