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FRG Family Wealth Advisors’s GE Vernova GEV Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-95
Closed -$14.6K – 370
2024
Q1 		$14.6K Buy
+95
New +$12.7K ﹤0.01% 246

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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 $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

FRG Family Wealth Advisors's GEV Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of GE Vernova (GEV) in Q2 2024, closing a stake of 95 shares — an estimated $14.6K sold.

FRG Family Wealth Advisors first reported a position in GEV in Q1 2024 and held it in 1 quarter. The position peaked at $14.6K in Q1 2024. 1,459 funds tracked by Wall St. Rank hold GEV as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining GE Vernova position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 95 GE Vernova shares in Q2 2024, an estimated $14.6K.
  • FRG Family Wealth Advisors first reported a position in GE Vernova in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's GE Vernova position peaked at $14.6K in Q1 2024.
  • 1,459 funds tracked by Wall St. Rank held GE Vernova as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.