Brass Tax Wealth Management’s GE Vernova GEV Stock Holding History

Brass Tax 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	$603K	Buy	980 +267	+37%	+$162K	0.1%	109
2025 Q2	$377K	Buy	713 +40	+6%	+$16.7K	0.07%	138
2025 Q1	$205K	Sell	673 -46	-6%	-$16K	0.04%	213
2024 Q4	$237K	Buy	+719	New	+$225K	0.05%	182

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brass Tax Wealth Management's GEV Position: Q3 2025 in Review

Brass Tax Wealth Management increased its GE Vernova (GEV) stake by 37% in Q3 2025, buying an estimated $162K and bringing the position to 980 shares worth $603K. The position accounts for 0.1% of the portfolio, ranked #109.

Brass Tax Wealth Management first reported a position in GEV in Q4 2024 and has held it in 4 quarters since. 2,545 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

Brass Tax Wealth Management held 980 shares of GE Vernova worth $603K as of Q3 2025.
Brass Tax Wealth Management bought 267 GE Vernova shares in Q3 2025, an estimated $162K.
GE Vernova made up 0.1% of Brass Tax Wealth Management's portfolio in Q3 2025, its #109 holding.
Brass Tax Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 4 quarters since.
2,545 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.