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Delta Financial Group’s GE Vernova GEV Stock Holding History

Delta Financial Group’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 		$843K Sell
2,454
-271
-10% -$94.5K 0.19% 85
2024
Q4 		$896K Sell
2,725
-82
-3% -$25.6K 0.21% 78
2024
Q3 		$716K Sell
2,807
-118
-4% -$22.7K 0.27% 57
2024
Q2 		$502K Buy
+2,925
New +$464K 0.21% 61

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

Delta Financial Group's GEV Position: Q1 2025 in Review

Delta Financial Group reduced its GE Vernova (GEV) stake by 9.9% in Q1 2025, selling an estimated $94.5K and leaving 2,454 shares worth $843K. The position accounts for 0.19% of the portfolio, ranked #85.

Delta Financial Group first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. The position peaked at $896K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Delta Financial Group held 2,454 shares of GE Vernova worth $843K as of Q1 2025.
  • Delta Financial Group sold 271 GE Vernova shares in Q1 2025, an estimated $94.5K.
  • GE Vernova made up 0.19% of Delta Financial Group's portfolio in Q1 2025, its #85 holding.
  • Delta Financial Group first reported a position in GE Vernova in Q2 2024 and has held it in 4 quarters since.
  • Delta Financial Group's GE Vernova position peaked at $896K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.