Assenagon Asset Management’s GE Vernova GEV Stock Holding History

Assenagon 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 Q2	$264M	Buy	224,529 +119,068	+113%	+$122M	0.33%	51
2026 Q1	$92.1M	Buy	105,461 +95,946	+1,008%	+$74.9M	0.14%	126
2025 Q4	$6.22M	Buy	9,515 +760	+9%	+$463K	0.01%	606
2025 Q3	$5.38M	Sell	8,755 -833,678	-99%	-$505M	0.01%	606
2025 Q2	$446M	Buy	842,433 +834,129	+10,045%	+$347M	0.66%	30
2025 Q1	$2.54M	Sell	8,304 -609,255	-99%	-$212M	﹤0.01%	686
2024 Q4	$203M	Buy	617,559 +456,879	+284%	+$143M	0.33%	58
2024 Q3	$41M	Sell	160,680 -1,107,870	-87%	-$213M	0.08%	208
2024 Q2	$218M	Buy	+1,268,550	New	+$201M	0.48%	38

Other funds holding GEV

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management's GEV Position: Q2 2026 in Review

Assenagon Asset Management increased its GE Vernova (GEV) stake by 113% in Q2 2026, buying an estimated $122M and bringing the position to 224,529 shares worth $264M. The position accounts for 0.33% of the portfolio, ranked #51.

Assenagon Asset Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $446M in Q2 2025. 618 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Assenagon Asset Management held 224,529 shares of GE Vernova worth $264M as of Q2 2026.
Assenagon Asset Management bought 119,068 GE Vernova shares in Q2 2026, an estimated $122M.
GE Vernova made up 0.33% of Assenagon Asset Management's portfolio in Q2 2026, its #51 holding.
Assenagon Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
Assenagon Asset Management's GE Vernova position peaked at $446M in Q2 2025.
618 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.