SWC
GEV icon

Spectrum Wealth Counsel’s GE Vernova GEV Stock Holding History

Spectrum Wealth Counsel’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 		$48.5K Hold
159
– – 0.01% 177
2024
Q4 		$52.3K Hold
159
– – 0.01% 161
2024
Q3 		$40.5K Hold
159
– – ﹤0.01% 184
2024
Q2 		$27.3K Buy
+159
New +$25.2K ﹤0.01% 242

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

Spectrum Wealth Counsel's GEV Position: Q1 2025 in Review

Spectrum Wealth Counsel held its GE Vernova (GEV) position steady in Q1 2025 at 159 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #177.

Spectrum Wealth Counsel first reported a position in GEV in Q2 2024 and has held it in 4 quarters since. The position peaked at $52.3K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

  • Spectrum Wealth Counsel held 159 shares of GE Vernova worth $48.5K as of Q1 2025.
  • Spectrum Wealth Counsel left its GE Vernova share count unchanged in Q1 2025.
  • GE Vernova made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #177 holding.
  • Spectrum Wealth Counsel first reported a position in GE Vernova in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's GE Vernova position peaked at $52.3K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.