McDonald Partners’s GE Vernova GEV Stock Holding History

McDonald Partners’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 Q3	–	Sell	-566	Closed	-$299K	–	259
2025 Q2	$299K	Buy	+566	New	+$236K	0.07%	212
2025 Q1	–	Sell	-622	Closed	-$205K	–	246
2024 Q4	$205K	Buy	+622	New	+$194K	0.05%	229

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McDonald Partners's GEV Position: Q3 2025 in Review

McDonald Partners sold out of GE Vernova (GEV) in Q3 2025, closing a stake of 566 shares — an estimated $299K sold.

McDonald Partners first reported a position in GEV in Q4 2024 and held it in 2 quarters. The position peaked at $299K in Q2 2025. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

McDonald Partners reported no remaining GE Vernova position as of Q3 2025 after selling out during the quarter.
McDonald Partners sold 566 GE Vernova shares in Q3 2025, an estimated $299K.
McDonald Partners first reported a position in GE Vernova in Q4 2024 and held it in 2 quarters.
McDonald Partners's GE Vernova position peaked at $299K in Q2 2025.
2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.