U.S. Global Investors (USGI)’s GE Vernova GEV Stock Holding History

U.S. Global Investors (USGI)’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	-750	Closed	-$461K	–	166
2025 Q3	$461K	Sell	750 -1,250	-63%	-$757K	0.05%	87
2025 Q2	$1.06M	Buy	+2,000	New	+$833K	0.12%	68

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

U.S. Global Investors (USGI)'s GEV Position: Q4 2025 in Review

U.S. Global Investors (USGI) sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 750 shares — an estimated $461K sold.

U.S. Global Investors (USGI) first reported a position in GEV in Q2 2025 and held it in 2 quarters. The position peaked at $1.06M in Q2 2025. 2,817 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

U.S. Global Investors (USGI) reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 750 GE Vernova shares in Q4 2025, an estimated $461K.
U.S. Global Investors (USGI) first reported a position in GE Vernova in Q2 2025 and held it in 2 quarters.
U.S. Global Investors (USGI)'s GE Vernova position peaked at $1.06M in Q2 2025.
2,817 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2025, filed 28 Jan 2026.