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SageView Advisory Group’s GE Vernova GEV Stock Holding History

SageView 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
2025
Q4 		$1.74M Sell
2,660
-112
-4% -$68.2K 0.06% 171
2025
Q3 		$1.7M Sell
2,772
-283
-9% -$171K 0.06% 185
2025
Q2 		$1.98M Buy
3,055
+1,209
+65% +$503K 0.07% 135
2025
Q1 		$564K Sell
1,846
-714
-28% -$249K 0.02% 325
2024
Q4 		$842K Buy
2,560
+683
+36% +$214K 0.04% 249
2024
Q3 		$479K Buy
1,877
+698
+59% +$134K 0.02% 305
2024
Q2 		$202K Buy
+1,179
New +$187K 0.01% 541

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

SageView Advisory Group's GEV Position: Q4 2025 in Review

SageView Advisory Group reduced its GE Vernova (GEV) stake by 4% in Q4 2025, selling an estimated $68.2K and leaving 2,660 shares worth $1.74M. The position accounts for 0.06% of the portfolio, ranked #171.

SageView Advisory Group first reported a position in GEV in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q2 2025. 2,812 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

  • SageView Advisory Group held 2,660 shares of GE Vernova worth $1.74M as of Q4 2025.
  • SageView Advisory Group sold 112 GE Vernova shares in Q4 2025, an estimated $68.2K.
  • GE Vernova made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #171 holding.
  • SageView Advisory Group first reported a position in GE Vernova in Q2 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's GE Vernova position peaked at $1.98M in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.