EFP
GEV icon

EnRich Financial Partners’s GE Vernova GEV Stock Holding History

EnRich Financial Partners’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
-74
Closed -$24.3K – 217
2024
Q4 		$24.3K Hold
74
– – 0.01% 133
2024
Q3 		$18.9K Hold
74
– – 0.01% 144
2024
Q2 		$12.7K Buy
+74
New +$11.7K ﹤0.01% 165

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

EnRich Financial Partners's GEV Position: Q1 2025 in Review

EnRich Financial Partners sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 74 shares — an estimated $24.3K sold.

EnRich Financial Partners first reported a position in GEV in Q2 2024 and held it in 3 quarters. The position peaked at $24.3K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • EnRich Financial Partners reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 74 GE Vernova shares in Q1 2025, an estimated $24.3K.
  • EnRich Financial Partners first reported a position in GE Vernova in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's GE Vernova position peaked at $24.3K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.