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Gitterman Wealth Management’s GE Vernova GEV Stock Holding History

Gitterman Wealth 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
Q3 		$255K Buy
414
+316
+322% +$191K 0.06% 103
2025
Q2 		$51.9K Buy
+98
New +$40.8K 0.01% 282

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gitterman Wealth Management's GEV Position: Q3 2025 in Review

Gitterman Wealth Management increased its GE Vernova (GEV) stake by 322% in Q3 2025, buying an estimated $191K and bringing the position to 414 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #103.

Gitterman Wealth Management first reported a position in GEV in Q2 2025 and has held it in 2 quarters since. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Gitterman Wealth Management held 414 shares of GE Vernova worth $255K as of Q3 2025.
  • Gitterman Wealth Management bought 316 GE Vernova shares in Q3 2025, an estimated $191K.
  • GE Vernova made up 0.06% of Gitterman Wealth Management's portfolio in Q3 2025, its #103 holding.
  • Gitterman Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 2 quarters since.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.