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Prio Wealth Limited Partnership’s GE Vernova GEV Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$1.81M Sell
7,112
-16
-0.2% -$3.07K 0.05% 120
2024
Q2 		$1.22M Buy
+7,128
New +$1.13M 0.04% 137

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Prio Wealth Limited Partnership's GEV Position: Q3 2024 in Review

Prio Wealth Limited Partnership reduced its GE Vernova (GEV) stake by 0.22% in Q3 2024, selling an estimated $3.07K and leaving 7,112 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #120.

Prio Wealth Limited Partnership first reported a position in GEV in Q2 2024 and has held it in 2 quarters since. 1,618 funds tracked by Wall St. Rank hold GEV as of Q3 2024.

  • Prio Wealth Limited Partnership held 7,112 shares of GE Vernova worth $1.81M as of Q3 2024.
  • Prio Wealth Limited Partnership sold 16 GE Vernova shares in Q3 2024, an estimated $3.07K.
  • GE Vernova made up 0.05% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #120 holding.
  • Prio Wealth Limited Partnership first reported a position in GE Vernova in Q2 2024 and has held it in 2 quarters since.
  • 1,618 funds tracked by Wall St. Rank held GE Vernova as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.