1832 Asset Management’s GE Vernova GEV Stock Holding History

1832 Asset 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
2026 Q1	$189M	Buy	216,896 +164,293	+312%	+$128M	0.17%	103
2025 Q4	$34.4M	Sell	52,603 -210,894	-80%	-$128M	0.03%	255
2025 Q3	$162M	Sell	263,497 -360,978	-58%	-$219M	0.13%	92
2025 Q2	$330M	Buy	624,475 +441,475	+241%	+$184M	0.26%	47
2025 Q1	$55.9M	Sell	183,000 -560,550	-75%	-$195M	0.05%	181
2024 Q4	$245M	Buy	743,550 +685,344	+1,177%	+$214M	0.21%	63
2024 Q3	$14.8M	Buy	58,206 +58,146	+96,910%	+$11.2M	0.01%	320
2024 Q2	$10.3K	Buy	+60	New	+$9.51K	﹤0.01%	769

Other funds holding GEV

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1832 Asset Management's GEV Position: Q1 2026 in Review

1832 Asset Management increased its GE Vernova (GEV) stake by 312% in Q1 2026, buying an estimated $128M and bringing the position to 216,896 shares worth $189M. The position accounts for 0.17% of the portfolio, ranked #103.

1832 Asset Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $330M in Q2 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

1832 Asset Management held 216,896 shares of GE Vernova worth $189M as of Q1 2026.
1832 Asset Management bought 164,293 GE Vernova shares in Q1 2026, an estimated $128M.
GE Vernova made up 0.17% of 1832 Asset Management's portfolio in Q1 2026, its #103 holding.
1832 Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
1832 Asset Management's GE Vernova position peaked at $330M in Q2 2025.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.