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Optimum Investment Advisors’s GE Vernova GEV Stock Holding History

Optimum Investment Advisors’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 		$1.99M Buy
3,237
+10
+0.3% +$6.06K 0.79% 23
2025
Q2 		$1.71M Buy
3,227
+53
+2% +$22.1K 0.74% 25
2025
Q1 		$969K Buy
3,174
+1,827
+136% +$637K 0.46% 46
2024
Q4 		$443K Buy
1,347
+160
+13% +$50K 0.2% 106
2024
Q3 		$303K Hold
1,187
– – 0.13% 153
2024
Q2 		$204K Buy
+1,187
New +$188K 0.09% 183

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

Optimum Investment Advisors's GEV Position: Q3 2025 in Review

Optimum Investment Advisors increased its GE Vernova (GEV) stake by 0.31% in Q3 2025, buying an estimated $6.06K and bringing the position to 3,237 shares worth $1.99M. The position accounts for 0.79% of the portfolio, ranked #23.

Optimum Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,545 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Optimum Investment Advisors held 3,237 shares of GE Vernova worth $1.99M as of Q3 2025.
  • Optimum Investment Advisors bought 10 GE Vernova shares in Q3 2025, an estimated $6.06K.
  • GE Vernova made up 0.79% of Optimum Investment Advisors's portfolio in Q3 2025, its #23 holding.
  • Optimum Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,545 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.