GEV GE VERNOVA INC

Ownership history in APPLETON PARTNERS INC/MA  ·  6 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in GE VERNOVA INC (GEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.86% (2025 Q4)
Avg. % of fund
1.48%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,260 -759 -1.7% 1.86% $28.3M $652.69
2025 Q3 REDUCED 44,019 -3,948 -8.2% 1.82% $27.1M $613.82
2025 Q2 REDUCED 47,967 -1,206 -2.5% 1.80% $25.4M $527.99
2025 Q1 REDUCED 49,173 -2,530 -4.9% 1.16% $15.0M $304.38
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GEV price (monthly, adj. close)
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