FGC
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Financial Gravity Companies’s GE Vernova GEV Stock Holding History

Financial Gravity Companies’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 		$155K Buy
+293
New +$122K 0.03% 181
2024
Q4 		$67.1K Buy
204
+17
+9% +$5.31K 0.02% 252
2024
Q3 		$47.7K Buy
+187
New +$35.9K 0.01% 186

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's GEV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in GE Vernova (GEV) in Q2 2025: 293 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #181 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GEV as recently as Q4 2024.

Financial Gravity Companies first reported a position in GEV in Q3 2024 and has held it in 3 quarters since. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Financial Gravity Companies held 293 shares of GE Vernova worth $155K as of Q2 2025.
  • GE Vernova was a new Financial Gravity Companies position in Q2 2025.
  • GE Vernova made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #181 holding.
  • Financial Gravity Companies first reported a position in GE Vernova in Q3 2024 and has held it in 3 quarters since.
  • 2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.