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Financial Advocates Investment Management’s GE Vernova GEV Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-799
Closed -$263K – 806
2024
Q4 		$263K Buy
+799
New +$250K 0.02% 633

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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM

Financial Advocates Investment Management's GEV Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 799 shares — an estimated $263K sold.

Financial Advocates Investment Management first reported a position in GEV in Q4 2024 and held it in 1 quarter. The position peaked at $263K in Q4 2024. 1,950 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 799 GE Vernova shares in Q1 2025, an estimated $263K.
  • Financial Advocates Investment Management first reported a position in GE Vernova in Q4 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's GE Vernova position peaked at $263K in Q4 2024.
  • 1,950 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.