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Kowal Investment Group’s GE Vernova GEV Stock Holding History

Kowal Investment Group’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
Q3 		$480K Buy
1,882
+8
+0.4% +$1.54K 0.09% 122
2024
Q2 		$321K Buy
+1,874
New +$297K 0.06% 135

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Kowal Investment Group's GEV Position: Q3 2024 in Review

Kowal Investment Group increased its GE Vernova (GEV) stake by 0.43% in Q3 2024, buying an estimated $1.54K and bringing the position to 1,882 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #122.

Kowal Investment Group first reported a position in GEV in Q2 2024 and has held it in 2 quarters since. 1,618 funds tracked by Wall St. Rank hold GEV as of Q3 2024.

  • Kowal Investment Group held 1,882 shares of GE Vernova worth $480K as of Q3 2024.
  • Kowal Investment Group bought 8 GE Vernova shares in Q3 2024, an estimated $1.54K.
  • GE Vernova made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #122 holding.
  • Kowal Investment Group first reported a position in GE Vernova in Q2 2024 and has held it in 2 quarters since.
  • 1,618 funds tracked by Wall St. Rank held GE Vernova as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.