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Coppell Advisory Solutions’s GE Vernova GEV Stock Holding History

Coppell Advisory Solutions’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
-29
Closed -$9.58K – 1948
2024
Q4 		$9.58K Hold
29
– – ﹤0.01% 1129
2024
Q3 		$7.25K Hold
29
– – ﹤0.01% 1167
2024
Q2 		$4.97K Buy
+29
New +$4.6K ﹤0.01% 1199

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

Coppell Advisory Solutions's GEV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 29 shares — an estimated $9.58K sold.

Coppell Advisory Solutions first reported a position in GEV in Q2 2024 and held it in 3 quarters. The position peaked at $9.58K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 29 GE Vernova shares in Q1 2025, an estimated $9.58K.
  • Coppell Advisory Solutions first reported a position in GE Vernova in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's GE Vernova position peaked at $9.58K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.