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Concourse Financial Group Securities’s GE Vernova GEV Stock Holding History

Concourse Financial Group Securities’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
-4,156
Closed -$1.78M – 2186
2024
Q4 		$1.78M Sell
4,156
-802
-16% -$251K 0.1% 206
2024
Q3 		$1.26M Buy
4,958
+2,134
+76% +$410K 0.08% 255
2024
Q2 		$484K Buy
+2,824
New +$448K 0.03% 455

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

Concourse Financial Group Securities's GEV Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 4,156 shares — an estimated $1.78M sold.

Concourse Financial Group Securities first reported a position in GEV in Q2 2024 and held it in 3 quarters. The position peaked at $1.78M in Q4 2024. 1,949 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,156 GE Vernova shares in Q1 2025, an estimated $1.78M.
  • Concourse Financial Group Securities first reported a position in GE Vernova in Q2 2024 and held it in 3 quarters.
  • Concourse Financial Group Securities's GE Vernova position peaked at $1.78M in Q4 2024.
  • 1,949 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.