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Lake Street Advisors Group’s GE Vernova GEV Stock Holding History

Lake Street Advisors 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
Q4 		$662K Sell
2,011
-173
-8% -$54.1K 0.03% 283
2024
Q3 		$557K Buy
2,184
+8
+0.4% +$1.54K 0.03% 310
2024
Q2 		$373K Buy
+2,176
New +$345K 0.02% 387

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Street Advisors Group's GEV Position: Q4 2024 in Review

Lake Street Advisors Group reduced its GE Vernova (GEV) stake by 7.9% in Q4 2024, selling an estimated $54.1K and leaving 2,011 shares worth $662K. The position accounts for 0.03% of the portfolio, ranked #283.

Lake Street Advisors Group first reported a position in GEV in Q2 2024 and has held it in 3 quarters since. 1,900 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Lake Street Advisors Group held 2,011 shares of GE Vernova worth $662K as of Q4 2024.
  • Lake Street Advisors Group sold 173 GE Vernova shares in Q4 2024, an estimated $54.1K.
  • GE Vernova made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #283 holding.
  • Lake Street Advisors Group first reported a position in GE Vernova in Q2 2024 and has held it in 3 quarters since.
  • 1,900 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.