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MorganRosel Wealth Management’s GE Vernova GEV Stock Holding History

MorganRosel Wealth Management’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
-165
Closed -$87.3K – 360
2025
Q2 		$87.3K Buy
165
+5
+3% +$2.08K 0.02% 149
2025
Q1 		$48.8K Buy
+160
New +$55.8K 0.01% 167

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MorganRosel Wealth Management's GEV Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of GE Vernova (GEV) in Q3 2025, closing a stake of 165 shares — an estimated $87.3K sold.

MorganRosel Wealth Management first reported a position in GEV in Q1 2025 and held it in 2 quarters. The position peaked at $87.3K in Q2 2025. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining GE Vernova position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 165 GE Vernova shares in Q3 2025, an estimated $87.3K.
  • MorganRosel Wealth Management first reported a position in GE Vernova in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's GE Vernova position peaked at $87.3K in Q2 2025.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.