RMP
GEV icon

Richards, Merrill & Peterson’s GE Vernova GEV Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-8
Closed -$2.44K – 492
2025
Q1 		$2.44K Hold
8
– – ﹤0.01% 464
2024
Q4 		$2.63K Buy
+8
New +$2.5K ﹤0.01% 452

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Richards, Merrill & Peterson's GEV Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 8 shares — an estimated $2.44K sold.

Richards, Merrill & Peterson first reported a position in GEV in Q4 2024 and held it in 2 quarters. The position peaked at $2.63K in Q4 2024. 2,385 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 8 GE Vernova shares in Q2 2025, an estimated $2.44K.
  • Richards, Merrill & Peterson first reported a position in GE Vernova in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's GE Vernova position peaked at $2.63K in Q4 2024.
  • 2,385 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.