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First Trust Direct Indexing’s GE Vernova GEV Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-7,918
Closed -$2.02M – 966
2024
Q3 		$2.02M Buy
7,918
+3,747
+90% +$719K 0.11% 195
2024
Q2 		$715K Buy
+4,171
New +$661K 0.04% 407

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
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Direct Indexing's GEV Position: Q4 2024 in Review

First Trust Direct Indexing sold out of GE Vernova (GEV) in Q4 2024, closing a stake of 7,918 shares — an estimated $2.02M sold.

First Trust Direct Indexing first reported a position in GEV in Q2 2024 and held it in 2 quarters. The position peaked at $2.02M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • First Trust Direct Indexing reported no remaining GE Vernova position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 7,918 GE Vernova shares in Q4 2024, an estimated $2.02M.
  • First Trust Direct Indexing first reported a position in GE Vernova in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's GE Vernova position peaked at $2.02M in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.