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Bard Financial Services’s GE Vernova GEV Stock Holding History

Bard Financial Services’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 		$1.95M Buy
3,175
+75
+2% +$45.4K 0.21% 88
2025
Q2 		$1.64M Hold
3,100
– – 0.2% 94
2025
Q1 		$946K Sell
3,100
-115
-4% -$40.1K 0.12% 118
2024
Q4 		$1.06M Hold
3,215
– – 0.13% 110
2024
Q3 		$820K Sell
3,215
-1,290
-29% -$248K 0.1% 123
2024
Q2 		$773K Buy
+4,505
New +$714K 0.08% 132

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 $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's GEV Position: Q3 2025 in Review

Bard Financial Services increased its GE Vernova (GEV) stake by 2.4% in Q3 2025, buying an estimated $45.4K and bringing the position to 3,175 shares worth $1.95M. The position accounts for 0.21% of the portfolio, ranked #88.

Bard Financial Services first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,547 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Bard Financial Services held 3,175 shares of GE Vernova worth $1.95M as of Q3 2025.
  • Bard Financial Services bought 75 GE Vernova shares in Q3 2025, an estimated $45.4K.
  • GE Vernova made up 0.21% of Bard Financial Services's portfolio in Q3 2025, its #88 holding.
  • Bard Financial Services first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,547 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.