Circle Wealth Management’s GE Vernova GEV Stock Holding History

Circle 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	-989	Closed	-$302K	–	235
2025 Q1	$302K	Sell	989 -148	-13%	-$51.6K	0.01%	193
2024 Q4	$374K	Sell	1,137 -988	-46%	-$309K	0.01%	191
2024 Q3	$542K	Sell	2,125 -682	-24%	-$131K	0.01%	167
2024 Q2	$481K	Buy	+2,807	New	+$445K	0.01%	165

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

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

Circle Wealth Management sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 989 shares — an estimated $302K sold.

Circle Wealth Management first reported a position in GEV in Q2 2024 and held it in 4 quarters. The position peaked at $542K in Q3 2024. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

Circle Wealth Management reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
Circle Wealth Management sold 989 GE Vernova shares in Q2 2025, an estimated $302K.
Circle Wealth Management first reported a position in GE Vernova in Q2 2024 and held it in 4 quarters.
Circle Wealth Management's GE Vernova position peaked at $542K in Q3 2024.
2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.