Congress Wealth Management’s GE Vernova GEV Stock Holding History

Congress 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	$4.63M	Buy	8,745 +531	+6%	+$221K	0.04%	398
2025 Q1	$2.6M	Buy	8,214 +5,606	+215%	+$1.95M	0.03%	443
2024 Q4	$858K	Buy	2,608 +642	+33%	+$201K	0.01%	542
2024 Q3	$501K	Buy	1,966 +513	+35%	+$98.5K	0.01%	636
2024 Q2	$249K	Buy	+1,453	New	+$230K	﹤0.01%	655

Other funds holding GEV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Congress Wealth Management increased its GE Vernova (GEV) stake by 6.5% in Q2 2025, buying an estimated $221K and bringing the position to 8,745 shares worth $4.63M. The position accounts for 0.04% of the portfolio, ranked #398.

Congress Wealth Management first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. 2,394 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

Congress Wealth Management held 8,745 shares of GE Vernova worth $4.63M as of Q2 2025.
Congress Wealth Management bought 531 GE Vernova shares in Q2 2025, an estimated $221K.
GE Vernova made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #398 holding.
Congress Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
2,394 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

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