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Cardinal Strategic Wealth Guidance’s GE Vernova GEV Stock Holding History

Cardinal Strategic Wealth Guidance’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 		– Sell
-809
Closed -$266K – 84
2024
Q4 		$266K Buy
+809
New +$253K 0.08% 53

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cardinal Strategic Wealth Guidance's GEV Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 809 shares — an estimated $266K sold.

Cardinal Strategic Wealth Guidance first reported a position in GEV in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 809 GE Vernova shares in Q1 2025, an estimated $266K.
  • Cardinal Strategic Wealth Guidance first reported a position in GE Vernova in Q4 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's GE Vernova position peaked at $266K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.