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Optimist Retirement Group’s GE Vernova GEV Stock Holding History

Optimist Retirement 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
Q1 		– Sell
-891
Closed -$293K – 133
2024
Q4 		$293K Sell
891
-85
-9% -$26.6K 0.14% 65
2024
Q3 		$249K Buy
+976
New +$187K 0.11% 93

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optimist Retirement Group's GEV Position: Q1 2025 in Review

Optimist Retirement Group sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 891 shares — an estimated $293K sold.

Optimist Retirement Group first reported a position in GEV in Q3 2024 and held it in 2 quarters. The position peaked at $293K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Optimist Retirement Group reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 891 GE Vernova shares in Q1 2025, an estimated $293K.
  • Optimist Retirement Group first reported a position in GE Vernova in Q3 2024 and held it in 2 quarters.
  • Optimist Retirement Group's GE Vernova position peaked at $293K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Optimist Retirement Group's 13F filing for Q1 2025, filed 5 May 2025.