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Wealthstream Advisors’s GE Vernova GEV Stock Holding History

Wealthstream 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
Q3 		$967K Buy
1,573
+1
+0.1% +$606 0.15% 57
2025
Q2 		$832K Buy
1,572
+86
+6% +$35.8K 0.14% 59
2025
Q1 		$454K Sell
1,486
-49
-3% -$17.1K 0.08% 83
2024
Q4 		$505K Buy
1,535
+249
+19% +$77.8K 0.09% 81
2024
Q3 		$328K Buy
1,286
+2
+0.2% +$384 0.06% 100
2024
Q2 		$220K Buy
+1,284
New +$203K 0.08% 123

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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

Wealthstream Advisors's GEV Position: Q3 2025 in Review

Wealthstream Advisors increased its GE Vernova (GEV) stake by 0.06% in Q3 2025, buying an estimated $606 and bringing the position to 1,573 shares worth $967K. The position accounts for 0.15% of the portfolio, ranked #57.

Wealthstream Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Wealthstream Advisors held 1,573 shares of GE Vernova worth $967K as of Q3 2025.
  • Wealthstream Advisors bought 1 GE Vernova share in Q3 2025, an estimated $606.
  • GE Vernova made up 0.15% of Wealthstream Advisors's portfolio in Q3 2025, its #57 holding.
  • Wealthstream Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.