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Willow Creek Wealth Management’s GE Vernova GEV Stock Holding History

Willow Creek Wealth Management’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 		$307K Hold
500
– – 0.03% 146
2025
Q2 		$265K Buy
+500
New +$208K 0.02% 148

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Willow Creek Wealth Management's GEV Position: Q3 2025 in Review

Willow Creek Wealth Management held its GE Vernova (GEV) position steady in Q3 2025 at 500 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #146.

Willow Creek Wealth Management first reported a position in GEV in Q2 2025 and has held it in 2 quarters since. 2,548 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Willow Creek Wealth Management held 500 shares of GE Vernova worth $307K as of Q3 2025.
  • Willow Creek Wealth Management left its GE Vernova share count unchanged in Q3 2025.
  • GE Vernova made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #146 holding.
  • Willow Creek Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 2 quarters since.
  • 2,548 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.