Institutional & Family Asset Management’s GE Vernova GEV Stock Holding History

Institutional & Family Asset 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
2024 Q2	$41K	Buy	+239	New	+$37.9K	0.01%	259

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Institutional & Family Asset Management's GEV Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in GE Vernova (GEV) in Q2 2024: 239 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings.

1,457 funds tracked by Wall St. Rank hold GEV as of Q2 2024.

Institutional & Family Asset Management held 239 shares of GE Vernova worth $41K as of Q2 2024.
GE Vernova was a new Institutional & Family Asset Management position in Q2 2024.
GE Vernova made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #259 holding.
1,457 funds tracked by Wall St. Rank held GE Vernova as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.