SIMA Wealth Partners’s GE Vernova GEV Stock Holding History

SIMA Wealth Partners’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	–	Sell	-11	Closed	-$6.76K	–	165
2025 Q3	$6.76K	Buy	+11	New	+$6.66K	0.01%	129

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SIMA Wealth Partners's GEV Position: Q4 2025 in Review

SIMA Wealth Partners sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 11 shares — an estimated $6.76K sold.

SIMA Wealth Partners first reported a position in GEV in Q3 2025 and held it in 1 quarter. The position peaked at $6.76K in Q3 2025. 2,811 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

SIMA Wealth Partners reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 11 GE Vernova shares in Q4 2025, an estimated $6.76K.
SIMA Wealth Partners first reported a position in GE Vernova in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's GE Vernova position peaked at $6.76K in Q3 2025.
2,811 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.