1WM
GEV icon

1858 Wealth Management’s GE Vernova GEV Stock Holding History

1858 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
2025
Q3 		$4.41M Sell
7,178
-2,360
-25% -$1.43M 3.1% 7
2025
Q2 		$5.05M Buy
9,538
+368
+4% +$153K 3.72% 6
2025
Q1 		$2.8M Buy
9,170
+150
+2% +$52.3K 2.37% 12
2024
Q4 		$2.97M Sell
9,020
-650
-7% -$203K 2.35% 9
2024
Q3 		$2.47M Sell
9,670
-569
-6% -$109K 2.03% 14
2024
Q2 		$1.76M Buy
+10,239
New +$1.62M 1.46% 22

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1858 Wealth Management's GEV Position: Q3 2025 in Review

1858 Wealth Management reduced its GE Vernova (GEV) stake by 25% in Q3 2025, selling an estimated $1.43M and leaving 7,178 shares worth $4.41M. The position accounts for 3.1% of the portfolio, ranked #7.

1858 Wealth Management first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q2 2025. 2,545 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • 1858 Wealth Management held 7,178 shares of GE Vernova worth $4.41M as of Q3 2025.
  • 1858 Wealth Management sold 2,360 GE Vernova shares in Q3 2025, an estimated $1.43M.
  • GE Vernova made up 3.1% of 1858 Wealth Management's portfolio in Q3 2025, its #7 holding.
  • 1858 Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 1858 Wealth Management's GE Vernova position peaked at $5.05M in Q2 2025.
  • 2,545 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.