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Atria Wealth Solutions’s GE Vernova GEV Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.74M Sell
5,226
-5,964
-53% -$2.48M 0.06% 340
2025
Q1 		$3.42M Sell
11,190
-2,759
-20% -$962K 0.04% 453
2024
Q4 		$4.59M Buy
13,949
+2,437
+21% +$762K 0.05% 377
2024
Q3 		$2.94M Sell
11,512
-2,268
-16% -$435K 0.03% 500
2024
Q2 		$2.36M Buy
+13,780
New +$2.18M 0.03% 576

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's GEV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its GE Vernova (GEV) stake by 53% in Q2 2025, selling an estimated $2.48M and leaving 5,226 shares worth $2.74M. The position accounts for 0.06% of the portfolio, ranked #340.

Atria Wealth Solutions first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.59M in Q4 2024. 2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Atria Wealth Solutions held 5,226 shares of GE Vernova worth $2.74M as of Q2 2025.
  • Atria Wealth Solutions sold 5,964 GE Vernova shares in Q2 2025, an estimated $2.48M.
  • GE Vernova made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #340 holding.
  • Atria Wealth Solutions first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's GE Vernova position peaked at $4.59M in Q4 2024.
  • 2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.