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Iron Horse Wealth Management’s GE Vernova GEV Stock Holding History

Iron Horse 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
Q2 		$32.3K Sell
61
-1
-2% -$416 0.01% 169
2025
Q1 		$18.9K Sell
62
-103
-62% -$35.9K 0.01% 206
2024
Q4 		$54.3K Sell
165
-37
-18% -$11.6K 0.02% 109
2024
Q3 		$51.5K Hold
202
– – 0.02% 108
2024
Q2 		$34.6K Buy
+202
New +$32K 0.01% 128

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Iron Horse Wealth Management's GEV Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its GE Vernova (GEV) stake by 1.6% in Q2 2025, selling an estimated $416 and leaving 61 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #169.

Iron Horse Wealth Management first reported a position in GEV in Q2 2024 and has held it in 5 quarters since. The position peaked at $54.3K in Q4 2024. 2,386 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Iron Horse Wealth Management held 61 shares of GE Vernova worth $32.3K as of Q2 2025.
  • Iron Horse Wealth Management sold 1 GE Vernova share in Q2 2025, an estimated $416.
  • GE Vernova made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #169 holding.
  • Iron Horse Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 5 quarters since.
  • Iron Horse Wealth Management's GE Vernova position peaked at $54.3K in Q4 2024.
  • 2,386 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.