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Sheaff Brock Investment Advisors’s GE Vernova GEV Stock Holding History

Sheaff Brock 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 		$475K Sell
1,556
-225
-13% -$78.5K 0.04% 263
2024
Q4 		$586K Hold
1,781
– – 0.05% 238
2024
Q3 		$454K Hold
1,781
– – 0.04% 266
2024
Q2 		$305K Buy
+1,781
New +$282K 0.03% 322

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's GEV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its GE Vernova (GEV) stake by 13% in Q1 2025, selling an estimated $78.5K and leaving 1,556 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #263.

Sheaff Brock Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. The position peaked at $586K in Q4 2024. 1,950 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Sheaff Brock Investment Advisors held 1,556 shares of GE Vernova worth $475K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 225 GE Vernova shares in Q1 2025, an estimated $78.5K.
  • GE Vernova made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #263 holding.
  • Sheaff Brock Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 4 quarters since.
  • Sheaff Brock Investment Advisors's GE Vernova position peaked at $586K in Q4 2024.
  • 1,950 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.