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AllSquare Wealth Management’s GE Vernova GEV Stock Holding History

AllSquare 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 		$384K Sell
625
-112
-15% -$67.9K 0.2% 72
2025
Q2 		$390K Sell
737
-2
-0.3% -$833 0.22% 69
2025
Q1 		$226K Sell
739
-17
-2% -$5.93K 0.13% 94
2024
Q4 		$249K Hold
756
– – 0.14% 90
2024
Q3 		$193K Hold
756
– – 0.11% 104
2024
Q2 		$130K Buy
+756
New +$120K 0.08% 131

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

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

AllSquare Wealth Management reduced its GE Vernova (GEV) stake by 15% in Q3 2025, selling an estimated $67.9K and leaving 625 shares worth $384K. The position accounts for 0.2% of the portfolio, ranked #72.

AllSquare Wealth Management first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. The position peaked at $390K in Q2 2025. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • AllSquare Wealth Management held 625 shares of GE Vernova worth $384K as of Q3 2025.
  • AllSquare Wealth Management sold 112 GE Vernova shares in Q3 2025, an estimated $67.9K.
  • GE Vernova made up 0.2% of AllSquare Wealth Management's portfolio in Q3 2025, its #72 holding.
  • AllSquare Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • AllSquare Wealth Management's GE Vernova position peaked at $390K in Q2 2025.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.