Jackson Wealth Management’s GE Vernova GEV Stock Holding History

Jackson 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 Q4	–	Sell	-904	Closed	-$556K	–	164
2025 Q3	$556K	Sell	904 -103	-10%	-$62.4K	0.06%	104
2025 Q2	$533K	Buy	+1,007	New	+$419K	0.06%	110

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Wealth Management's GEV Position: Q4 2025 in Review

Jackson Wealth Management sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 904 shares — an estimated $556K sold.

Jackson Wealth Management first reported a position in GEV in Q2 2025 and held it in 2 quarters. The position peaked at $556K in Q3 2025. 2,818 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

Jackson Wealth Management reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
Jackson Wealth Management sold 904 GE Vernova shares in Q4 2025, an estimated $556K.
Jackson Wealth Management first reported a position in GE Vernova in Q2 2025 and held it in 2 quarters.
Jackson Wealth Management's GE Vernova position peaked at $556K in Q3 2025.
2,818 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.