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Beach Investment Counsel’s GE Vernova GEV Stock Holding History

Beach Investment Counsel’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
Q4 		– Sell
-544
Closed -$139K – 220
2024
Q3 		$139K Hold
544
– – 0.02% 142
2024
Q2 		$93K Buy
+544
New +$86.2K 0.01% 156

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beach Investment Counsel's GEV Position: Q4 2024 in Review

Beach Investment Counsel sold out of GE Vernova (GEV) in Q4 2024, closing a stake of 544 shares — an estimated $139K sold.

Beach Investment Counsel first reported a position in GEV in Q2 2024 and held it in 2 quarters. The position peaked at $139K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Beach Investment Counsel reported no remaining GE Vernova position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 544 GE Vernova shares in Q4 2024, an estimated $139K.
  • Beach Investment Counsel first reported a position in GE Vernova in Q2 2024 and held it in 2 quarters.
  • Beach Investment Counsel's GE Vernova position peaked at $139K in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.