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Schechter Investment Advisors’s GE Vernova GEV Stock Holding History

Schechter 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
Q1 		$1.08M Sell
3,533
-777
-18% -$271K 0.09% 222
2024
Q4 		$1.42M Sell
4,310
-171
-4% -$53.5K 0.11% 181
2024
Q3 		$1.14M Sell
4,481
-113
-2% -$21.7K 0.08% 227
2024
Q2 		$788K Buy
+4,594
New +$728K 0.06% 288

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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's GEV Position: Q1 2025 in Review

Schechter Investment Advisors reduced its GE Vernova (GEV) stake by 18% in Q1 2025, selling an estimated $271K and leaving 3,533 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #222.

Schechter Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.42M in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Schechter Investment Advisors held 3,533 shares of GE Vernova worth $1.08M as of Q1 2025.
  • Schechter Investment Advisors sold 777 GE Vernova shares in Q1 2025, an estimated $271K.
  • GE Vernova made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #222 holding.
  • Schechter Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 4 quarters since.
  • Schechter Investment Advisors's GE Vernova position peaked at $1.42M in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.