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Wintrust Investments’s GE Vernova GEV Stock Holding History

Wintrust Investments’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
2024
Q4 		$23K Sell
70
-306
-81% -$95.7K 0.02% 374
2024
Q3 		$96K Sell
376
-3,403
-90% -$653K 0.07% 220
2024
Q2 		$648K Buy
+3,779
New +$599K 0.05% 255

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wintrust Investments's GEV Position: Q4 2024 in Review

Wintrust Investments reduced its GE Vernova (GEV) stake by 81% in Q4 2024, selling an estimated $95.7K and leaving 70 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #374.

Wintrust Investments first reported a position in GEV in Q2 2024 and has held it in 3 quarters since. The position peaked at $648K in Q2 2024. 1,900 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • Wintrust Investments held 70 shares of GE Vernova worth $23K as of Q4 2024.
  • Wintrust Investments sold 306 GE Vernova shares in Q4 2024, an estimated $95.7K.
  • GE Vernova made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #374 holding.
  • Wintrust Investments first reported a position in GE Vernova in Q2 2024 and has held it in 3 quarters since.
  • Wintrust Investments's GE Vernova position peaked at $648K in Q2 2024.
  • 1,900 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.