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McClarren Financial Advisors’s GE Vernova GEV Stock Holding History

McClarren Financial Advisors’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 		– Sell
-947
Closed -$15K – 319
2025
Q1 		$15K Buy
947
+904
+2,102% +$315K 0.01% 201
2024
Q4 		$14K Buy
+43
New +$13.4K 0.04% 144

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McClarren Financial Advisors's GEV Position: Q2 2025 in Review

McClarren Financial Advisors sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 947 shares — an estimated $15K sold.

McClarren Financial Advisors first reported a position in GEV in Q4 2024 and held it in 2 quarters. The position peaked at $15K in Q1 2025. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • McClarren Financial Advisors reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 947 GE Vernova shares in Q2 2025, an estimated $15K.
  • McClarren Financial Advisors first reported a position in GE Vernova in Q4 2024 and held it in 2 quarters.
  • McClarren Financial Advisors's GE Vernova position peaked at $15K in Q1 2025.
  • 2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.