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Briaud Financial Planning’s GE Vernova GEV Stock Holding History

Briaud Financial Planning’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 		– Sell
-5
Closed -$2K – 360
2025
Q2 		$2K Hold
5
– – ﹤0.01% 328
2025
Q1 		$1K Hold
5
– – ﹤0.01% 194
2024
Q4 		$1K Buy
+5
New +$1.56K ﹤0.01% 189

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Briaud Financial Planning's GEV Position: Q3 2025 in Review

Briaud Financial Planning sold out of GE Vernova (GEV) in Q3 2025, closing a stake of 5 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in GEV in Q4 2024 and held it in 3 quarters. The position peaked at $2K in Q2 2025. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Briaud Financial Planning reported no remaining GE Vernova position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 5 GE Vernova shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in GE Vernova in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's GE Vernova position peaked at $2K in Q2 2025.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.