Callan Capital’s GE Vernova GEV Stock Holding History

Callan 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
2025 Q1	$259K	Buy	850 +67	+9%	+$23.4K	0.02%	313
2024 Q4	$258K	Sell	783 -107	-12%	-$33.4K	0.02%	282
2024 Q3	$227K	Buy	+890	New	+$171K	0.02%	315

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Callan Capital's GEV Position: Q1 2025 in Review

Callan Capital increased its GE Vernova (GEV) stake by 8.6% in Q1 2025, buying an estimated $23.4K and bringing the position to 850 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #313.

Callan Capital first reported a position in GEV in Q3 2024 and has held it in 3 quarters since. 1,950 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

Callan Capital held 850 shares of GE Vernova worth $259K as of Q1 2025.
Callan Capital bought 67 GE Vernova shares in Q1 2025, an estimated $23.4K.
GE Vernova made up 0.02% of Callan Capital's portfolio in Q1 2025, its #313 holding.
Callan Capital first reported a position in GE Vernova in Q3 2024 and has held it in 3 quarters since.
1,950 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.