Hillcrest Wealth Advisors’s GE Vernova GEV Stock Holding History

Hillcrest 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
2025 Q2	–	Sell	-1,400	Closed	-$427K	–	50
2025 Q1	$427K	Buy	+1,400	New	+$488K	0.21%	36

Other funds holding GEV

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Hillcrest Wealth Advisors's GEV Position: Q2 2025 in Review

Hillcrest Wealth Advisors sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 1,400 shares — an estimated $427K sold.

Hillcrest Wealth Advisors first reported a position in GEV in Q1 2025 and held it in 1 quarter. The position peaked at $427K in Q1 2025. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

Hillcrest Wealth Advisors reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
Hillcrest Wealth Advisors sold 1,400 GE Vernova shares in Q2 2025, an estimated $427K.
Hillcrest Wealth Advisors first reported a position in GE Vernova in Q1 2025 and held it in 1 quarter.
Hillcrest Wealth Advisors's GE Vernova position peaked at $427K in Q1 2025.
2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.