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Centricity Wealth Management’s GE Vernova GEV Stock Holding History

Centricity 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 		$136K Hold
257
– – 0.11% 100
2025
Q1 		$78.5K Sell
257
-19
-7% -$6.63K 0.07% 126
2024
Q4 		$90.8K Buy
+276
New +$86.3K 0.08% 121

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Centricity Wealth Management's GEV Position: Q2 2025 in Review

Centricity Wealth Management held its GE Vernova (GEV) position steady in Q2 2025 at 257 shares worth $136K. The position accounts for 0.11% of the portfolio, ranked #100.

Centricity Wealth Management first reported a position in GEV in Q4 2024 and has held it in 3 quarters since. 2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Centricity Wealth Management held 257 shares of GE Vernova worth $136K as of Q2 2025.
  • Centricity Wealth Management left its GE Vernova share count unchanged in Q2 2025.
  • GE Vernova made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #100 holding.
  • Centricity Wealth Management first reported a position in GE Vernova in Q4 2024 and has held it in 3 quarters since.
  • 2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.