IronOak Wealth’s GE Vernova GEV Stock Holding History

IronOak Wealth’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	$2.37M	Buy	+4,480	New	+$1.87M	2.3%	10

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IronOak Wealth's GEV Position: Q2 2025 in Review

IronOak Wealth opened a new position in GE Vernova (GEV) in Q2 2025: 4,480 shares worth $2.37M. The stake represents 2.3% of the portfolio and ranks #10 among its holdings.

2,390 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

IronOak Wealth held 4,480 shares of GE Vernova worth $2.37M as of Q2 2025.
GE Vernova was a new IronOak Wealth position in Q2 2025.
GE Vernova made up 2.3% of IronOak Wealth's portfolio in Q2 2025, its #10 holding.
2,390 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.