Mendota Financial Group’s GE Vernova GEV Stock Holding History

Mendota Financial 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
2025 Q2	–	Sell	-8	Closed	-$2.44K	–	119
2025 Q1	$2.44K	Sell	8 -5	-38%	-$1.74K	﹤0.01%	103
2024 Q4	$4.28K	Sell	13 -88	-87%	-$27.5K	﹤0.01%	269
2024 Q3	$25.8K	Buy	101 +4	+4%	+$768	0.01%	205
2024 Q2	$16.6K	Buy	+97	New	+$15.4K	0.01%	213

Other funds holding GEV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Mendota Financial Group's GEV Position: Q2 2025 in Review

Mendota Financial Group sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 8 shares — an estimated $2.44K sold.

Mendota Financial Group first reported a position in GEV in Q2 2024 and held it in 4 quarters. The position peaked at $25.8K in Q3 2024. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

Mendota Financial Group reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
Mendota Financial Group sold 8 GE Vernova shares in Q2 2025, an estimated $2.44K.
Mendota Financial Group first reported a position in GE Vernova in Q2 2024 and held it in 4 quarters.
Mendota Financial Group's GE Vernova position peaked at $25.8K in Q3 2024.
2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Mendota Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.