M Holdings Securities’s GE Vernova GEV Stock Holding History

M Holdings Securities’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	–	Sell	-2,273	Closed	-$390K	–	313
2024 Q2	$390K	Buy	+2,273	New	+$360K	0.05%	198

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

M Holdings Securities's GEV Position: Q3 2024 in Review

M Holdings Securities sold out of GE Vernova (GEV) in Q3 2024, closing a stake of 2,273 shares — an estimated $390K sold.

M Holdings Securities first reported a position in GEV in Q2 2024 and held it in 1 quarter. The position peaked at $390K in Q2 2024. 1,618 funds tracked by Wall St. Rank hold GEV as of Q3 2024.

M Holdings Securities reported no remaining GE Vernova position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 2,273 GE Vernova shares in Q3 2024, an estimated $390K.
M Holdings Securities first reported a position in GE Vernova in Q2 2024 and held it in 1 quarter.
M Holdings Securities's GE Vernova position peaked at $390K in Q2 2024.
1,618 funds tracked by Wall St. Rank held GE Vernova as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.