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Sanctuary Wealth Management’s GE Vernova GEV Stock Holding History

Sanctuary Wealth Management’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
Q4 		$64.5K Sell
196
-38
-16% -$11.9K 0.04% 78
2024
Q3 		$59.7K Hold
234
– – 0.04% 84
2024
Q2 		$40.1K Buy
+234
New +$37.1K 0.03% 97

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
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sanctuary Wealth Management's GEV Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its GE Vernova (GEV) stake by 16% in Q4 2024, selling an estimated $11.9K and leaving 196 shares worth $64.5K. The position accounts for 0.04% of the portfolio, ranked #78.

Sanctuary Wealth Management first reported a position in GEV in Q2 2024 and has held it in 3 quarters since. 1,898 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Sanctuary Wealth Management held 196 shares of GE Vernova worth $64.5K as of Q4 2024.
  • Sanctuary Wealth Management sold 38 GE Vernova shares in Q4 2024, an estimated $11.9K.
  • GE Vernova made up 0.04% of Sanctuary Wealth Management's portfolio in Q4 2024, its #78 holding.
  • Sanctuary Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 3 quarters since.
  • 1,898 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.