Clearwater Capital Advisors’s GE Vernova GEV Stock Holding History

Clearwater Capital Advisors’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 Q4	–	Sell	-365	Closed	-$224K	–	173
2025 Q3	$224K	Buy	+365	New	+$221K	0.02%	159

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearwater Capital Advisors's GEV Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 365 shares — an estimated $224K sold.

Clearwater Capital Advisors first reported a position in GEV in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 2,827 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

Clearwater Capital Advisors reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 365 GE Vernova shares in Q4 2025, an estimated $224K.
Clearwater Capital Advisors first reported a position in GE Vernova in Q3 2025 and held it in 1 quarter.
Clearwater Capital Advisors's GE Vernova position peaked at $224K in Q3 2025.
2,827 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.