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9258 Wealth Management’s GE Vernova GEV Stock Holding History

9258 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
2024
Q3 		$514K Sell
2,015
-94
-4% -$18K 0.08% 196
2024
Q2 		$362K Buy
+2,109
New +$334K 0.06% 238

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

9258 Wealth Management's GEV Position: Q3 2024 in Review

9258 Wealth Management reduced its GE Vernova (GEV) stake by 4.5% in Q3 2024, selling an estimated $18K and leaving 2,015 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #196.

9258 Wealth Management first reported a position in GEV in Q2 2024 and has held it in 2 quarters since. 1,618 funds tracked by Wall St. Rank hold GEV as of Q3 2024.

  • 9258 Wealth Management held 2,015 shares of GE Vernova worth $514K as of Q3 2024.
  • 9258 Wealth Management sold 94 GE Vernova shares in Q3 2024, an estimated $18K.
  • GE Vernova made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #196 holding.
  • 9258 Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 2 quarters since.
  • 1,618 funds tracked by Wall St. Rank held GE Vernova as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.