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WR Wealth Planners’s GE Vernova GEV Stock Holding History

WR Wealth Planners’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 		$18.7K Sell
57
-39
-41% -$12.2K 0.01% 478
2024
Q3 		$24.5K Buy
96
+59
+159% +$11.3K 0.01% 448
2024
Q2 		$6.35K Buy
+37
New +$5.86K ﹤0.01% 677

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WR Wealth Planners's GEV Position: Q4 2024 in Review

WR Wealth Planners reduced its GE Vernova (GEV) stake by 41% in Q4 2024, selling an estimated $12.2K and leaving 57 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #478.

WR Wealth Planners first reported a position in GEV in Q2 2024 and has held it in 3 quarters since. The position peaked at $24.5K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

  • WR Wealth Planners held 57 shares of GE Vernova worth $18.7K as of Q4 2024.
  • WR Wealth Planners sold 39 GE Vernova shares in Q4 2024, an estimated $12.2K.
  • GE Vernova made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #478 holding.
  • WR Wealth Planners first reported a position in GE Vernova in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's GE Vernova position peaked at $24.5K in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.