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Carolinas Wealth Consulting’s GE Vernova GEV Stock Holding History

Carolinas Wealth Consulting’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
-96
Closed -$29.3K – 1000
2025
Q1 		$29.3K Buy
96
+29
+43% +$10.1K 0.01% 405
2024
Q4 		$22.1K Hold
67
– – ﹤0.01% 460
2024
Q3 		$17.1K Buy
67
+6
+10% +$1.15K ﹤0.01% 492
2024
Q2 		$10.5K Buy
+61
New +$9.67K ﹤0.01% 551

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolinas Wealth Consulting's GEV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 96 shares — an estimated $29.3K sold.

Carolinas Wealth Consulting first reported a position in GEV in Q2 2024 and held it in 4 quarters. The position peaked at $29.3K in Q1 2025. 2,387 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 96 GE Vernova shares in Q2 2025, an estimated $29.3K.
  • Carolinas Wealth Consulting first reported a position in GE Vernova in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's GE Vernova position peaked at $29.3K in Q1 2025.
  • 2,387 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.