Halpern Financial’s GE Vernova GEV Stock Holding History

Halpern Financial’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 Q3	$7.32K	Hold	29	–	–	﹤0.01%	173
2024 Q2	$4.97K	Buy	+29	New	+$4.6K	﹤0.01%	178

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Halpern Financial's GEV Position: Q3 2024 in Review

Halpern Financial held its GE Vernova (GEV) position steady in Q3 2024 at 29 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Halpern Financial first reported a position in GEV in Q2 2024 and has held it in 2 quarters since. 1,619 funds tracked by Wall St. Rank hold GEV as of Q3 2024.

Halpern Financial held 29 shares of GE Vernova worth $7.32K as of Q3 2024.
Halpern Financial left its GE Vernova share count unchanged in Q3 2024.
GE Vernova made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #173 holding.
Halpern Financial first reported a position in GE Vernova in Q2 2024 and has held it in 2 quarters since.
1,619 funds tracked by Wall St. Rank held GE Vernova as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.