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SS&H Financial Advisors’s GE Vernova GEV Stock Holding History

SS&H Financial 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
Q4 		– Sell
-500
Closed -$307K – 127
2025
Q3 		$307K Buy
+500
New +$303K 0.09% 113
2024
Q4 		– Sell
-3,736
Closed -$953K – 128
2024
Q3 		$953K Sell
3,736
-6
-0.2% -$1.15K 0.35% 65
2024
Q2 		$641K Buy
+3,742
New +$593K 0.25% 80

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SS&H Financial Advisors's GEV Position: Q4 2025 in Review

SS&H Financial Advisors sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 500 shares — an estimated $307K sold.

SS&H Financial Advisors first reported a position in GEV in Q2 2024 and held it in 3 quarters. The position peaked at $953K in Q3 2024. 2,810 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

  • SS&H Financial Advisors reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
  • SS&H Financial Advisors sold 500 GE Vernova shares in Q4 2025, an estimated $307K.
  • SS&H Financial Advisors first reported a position in GE Vernova in Q2 2024 and held it in 3 quarters.
  • SS&H Financial Advisors's GE Vernova position peaked at $953K in Q3 2024.
  • 2,810 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.