MIS
GEV icon

Morningstar Investment Services’s GE Vernova GEV Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-1,333
Closed -$333K – 407
2024
Q3 		$333K Buy
+1,333
New +$256K ﹤0.01% 330

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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morningstar Investment Services's GEV Position: Q4 2024 in Review

Morningstar Investment Services sold out of GE Vernova (GEV) in Q4 2024, closing a stake of 1,333 shares — an estimated $333K sold.

Morningstar Investment Services first reported a position in GEV in Q3 2024 and held it in 1 quarter. The position peaked at $333K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Morningstar Investment Services reported no remaining GE Vernova position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,333 GE Vernova shares in Q4 2024, an estimated $333K.
  • Morningstar Investment Services first reported a position in GE Vernova in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's GE Vernova position peaked at $333K in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.