Wealth Advisors of Tampa Bay’s GE Vernova GEV Stock Holding History

Wealth Advisors of Tampa Bay’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 Q2	–	Sell	-224	Closed	-$68.4K	–	151
2025 Q1	$68.4K	Buy	+224	New	+$78.1K	0.03%	120

Other funds holding GEV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Advisors of Tampa Bay's GEV Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of GE Vernova (GEV) in Q2 2025, closing a stake of 224 shares — an estimated $68.4K sold.

Wealth Advisors of Tampa Bay first reported a position in GEV in Q1 2025 and held it in 1 quarter. The position peaked at $68.4K in Q1 2025. 2,388 funds tracked by Wall St. Rank hold GEV as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining GE Vernova position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 224 GE Vernova shares in Q2 2025, an estimated $68.4K.
Wealth Advisors of Tampa Bay first reported a position in GE Vernova in Q1 2025 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's GE Vernova position peaked at $68.4K in Q1 2025.
2,388 funds tracked by Wall St. Rank held GE Vernova as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.