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Bull Oak Capital’s GE Vernova GEV Stock Holding History

Bull Oak Capital’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
-1
Closed -$255 – 76
2024
Q3 		$255 Buy
+1
New +$192 ﹤0.01% 123

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 $5.72T AUM 30.48% 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 $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
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 $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bull Oak Capital's GEV Position: Q4 2024 in Review

Bull Oak Capital sold out of GE Vernova (GEV) in Q4 2024, closing a stake of 1 share — an estimated $255 sold.

Bull Oak Capital first reported a position in GEV in Q3 2024 and held it in 1 quarter. The position peaked at $255 in Q3 2024. 1,898 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Bull Oak Capital reported no remaining GE Vernova position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 1 GE Vernova share in Q4 2024, an estimated $255.
  • Bull Oak Capital first reported a position in GE Vernova in Q3 2024 and held it in 1 quarter.
  • Bull Oak Capital's GE Vernova position peaked at $255 in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.