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Householder Group Estate & Retirement Specialist’s GE Vernova GEV Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$74K Sell
225
-67
-23% -$20.9K 0.06% 184
2024
Q3 		$74K Buy
292
+8
+3% +$1.54K 0.02% 418
2024
Q2 		$48K Buy
+284
New +$45K 0.01% 490

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GEV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its GE Vernova (GEV) stake by 23% in Q4 2024, selling an estimated $20.9K and leaving 225 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #184.

Householder Group Estate & Retirement Specialist first reported a position in GEV in Q2 2024 and has held it in 3 quarters since. 1,900 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 225 shares of GE Vernova worth $74K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 67 GE Vernova shares in Q4 2024, an estimated $20.9K.
  • GE Vernova made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #184 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in GE Vernova in Q2 2024 and has held it in 3 quarters since.
  • 1,900 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.