Capital A Wealth Management’s GE Vernova GEV Stock Holding History

Capital A Wealth Management’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 Q2	–	Sell	-45	Closed	-$13.7K	–	866
2025 Q1	$13.7K	Hold	45	–	–	0.01%	265
2024 Q4	$14.8K	Buy	+45	New	+$14.1K	0.02%	271

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital A Wealth Management's GEV Position: Q2 2025 in Review

Capital A Wealth Management sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 45 shares — an estimated $13.7K sold.

Capital A Wealth Management first reported a position in GEV in Q4 2024 and held it in 2 quarters. The position peaked at $14.8K in Q4 2024. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

Capital A Wealth Management reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 45 GE Vernova shares in Q2 2025, an estimated $13.7K.
Capital A Wealth Management first reported a position in GE Vernova in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's GE Vernova position peaked at $14.8K in Q4 2024.
2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.