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Net Worth Advisory Group’s GE Vernova GEV Stock Holding History

Net Worth Advisory 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
2024
Q4 		– Sell
-957
Closed -$244K – 408
2024
Q3 		$244K Buy
+957
New +$184K 0.07% 325

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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 $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Net Worth Advisory Group's GEV Position: Q4 2024 in Review

Net Worth Advisory Group sold out of GE Vernova (GEV) in Q4 2024, closing a stake of 957 shares — an estimated $244K sold.

Net Worth Advisory Group first reported a position in GEV in Q3 2024 and held it in 1 quarter. The position peaked at $244K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Net Worth Advisory Group reported no remaining GE Vernova position as of Q4 2024 after selling out during the quarter.
  • Net Worth Advisory Group sold 957 GE Vernova shares in Q4 2024, an estimated $244K.
  • Net Worth Advisory Group first reported a position in GE Vernova in Q3 2024 and held it in 1 quarter.
  • Net Worth Advisory Group's GE Vernova position peaked at $244K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Net Worth Advisory Group's 13F filing for Q4 2024, filed 7 Feb 2025.