Allen Operations’s GE Vernova GEV Stock Holding History

Allen Operations’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	$7.32M	Hold	8,387	–	–	1.09%	18
2025 Q4	$5.48M	Hold	8,387	–	–	0.69%	20
2025 Q3	$5.16M	Hold	8,387	–	–	0.62%	21
2025 Q2	$4.44M	Buy	+8,387	New	+$3.49M	0.61%	21

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

Allen Operations's GEV Position: Q1 2026 in Review

Allen Operations held its GE Vernova (GEV) position steady in Q1 2026 at 8,387 shares worth $7.32M. The position accounts for 1.09% of the portfolio, ranked #18.

Allen Operations first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Allen Operations held 8,387 shares of GE Vernova worth $7.32M as of Q1 2026.
Allen Operations left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 1.09% of Allen Operations's portfolio in Q1 2026, its #18 holding.
Allen Operations first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Allen Operations's 13F filing for Q1 2026, filed 7 May 2026.