Wela Strategies’s GE Vernova GEV Stock Holding History

Wela Strategies’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 Q1	–	Sell	-32,700	Closed	-$2.44M	–	75
2024 Q4	$2.44M	Buy	+32,700	New	+$10.2M	1.05%	17

Other funds holding GEV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wela Strategies's GEV Position: Q1 2025 in Review

Wela Strategies sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 32,700 shares — an estimated $2.44M sold.

Wela Strategies first reported a position in GEV in Q4 2024 and held it in 1 quarter. The position peaked at $2.44M in Q4 2024. 1,949 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

Wela Strategies reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
Wela Strategies sold 32,700 GE Vernova shares in Q1 2025, an estimated $2.44M.
Wela Strategies first reported a position in GE Vernova in Q4 2024 and held it in 1 quarter.
Wela Strategies's GE Vernova position peaked at $2.44M in Q4 2024.
1,949 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Wela Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.