Arete Wealth Advisors’s GE Vernova GEV Stock Holding History

Arete Wealth Advisors’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 Q4	–	Sell	-2,915	Closed	-$1.79M	–	782
2025 Q3	$1.79M	Buy	2,915 +6	+0.2%	+$3.63K	0.11%	185
2025 Q2	$1.54M	Sell	2,909 -1,823	-39%	-$759K	0.11%	189
2025 Q1	$1.45M	Buy	4,732 +86	+2%	+$30K	0.11%	188
2024 Q4	$1.54M	Buy	4,646 +3,020	+186%	+$944K	0.11%	188
2024 Q3	$412K	Sell	1,626 -377	-19%	-$72.4K	0.04%	422
2024 Q2	$341K	Buy	+2,003	New	+$317K	0.03%	505

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arete Wealth Advisors's GEV Position: Q4 2025 in Review

Arete Wealth Advisors sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 2,915 shares — an estimated $1.79M sold.

Arete Wealth Advisors first reported a position in GEV in Q2 2024 and held it in 6 quarters. The position peaked at $1.79M in Q3 2025. 2,823 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

Arete Wealth Advisors reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 2,915 GE Vernova shares in Q4 2025, an estimated $1.79M.
Arete Wealth Advisors first reported a position in GE Vernova in Q2 2024 and held it in 6 quarters.
Arete Wealth Advisors's GE Vernova position peaked at $1.79M in Q3 2025.
2,823 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.