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Burt Wealth Advisors’s GE Vernova GEV Stock Holding History

Burt Wealth Advisors’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 		$748K Hold
1,217
– – 0.18% 59
2025
Q2 		$644K Sell
1,217
-5
-0.4% -$2.08K 0.15% 60
2025
Q1 		$373K Buy
1,222
+2
+0.2% +$697 0.09% 75
2024
Q4 		$401K Buy
1,220
+16
+1% +$5K 0.1% 72
2024
Q3 		$307K Hold
1,204
– – 0.08% 90
2024
Q2 		$206K Buy
+1,204
New +$191K 0.05% 110

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

Burt Wealth Advisors's GEV Position: Q3 2025 in Review

Burt Wealth Advisors held its GE Vernova (GEV) position steady in Q3 2025 at 1,217 shares worth $748K. The position accounts for 0.18% of the portfolio, ranked #59.

Burt Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Burt Wealth Advisors held 1,217 shares of GE Vernova worth $748K as of Q3 2025.
  • Burt Wealth Advisors left its GE Vernova share count unchanged in Q3 2025.
  • GE Vernova made up 0.18% of Burt Wealth Advisors's portfolio in Q3 2025, its #59 holding.
  • Burt Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.