SCM
Steadfast Capital Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.5M | Sell |
155,932
-131,627
| -46% | -$69.7M | 1.47% | 32 |
|
|
2025
Q1 | $87.8M | Sell |
287,559
-274,857
| -49% | -$83.9M | 2.33% | 16 |
|
|
2024
Q4 | $185M | Sell |
562,416
-18,368
| -3% | -$6.04M | 3.76% | 5 |
|
|
2024
Q3 | $148M | Sell |
580,784
-394,153
| -40% | -$101M | 3.29% | 7 |
|
|
2024
Q2 | $167M | Buy |
974,937
+388,210
| +66% | +$66.6M | 3.52% | 7 |
|
|
2024
Q1 | $80.2M | Buy |
+586,727
| New | +$80.2M | 1.81% | 22 |
|