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Buckingham Strategic Wealth’s GE Vernova GEV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$537K Buy
+3,130
New +$496K 0.01% 454

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Buckingham Strategic Wealth's GEV Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in GE Vernova (GEV) in Q2 2024: 3,130 shares worth $537K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings.

1,456 funds tracked by Wall St. Rank hold GEV as of Q2 2024.

  • Buckingham Strategic Wealth held 3,130 shares of GE Vernova worth $537K as of Q2 2024.
  • GE Vernova was a new Buckingham Strategic Wealth position in Q2 2024.
  • GE Vernova made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #454 holding.
  • 1,456 funds tracked by Wall St. Rank held GE Vernova as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.