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Athena Investment Management’s GE Vernova GEV Stock Holding History

Athena Investment 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 		$560K Sell
477
-274
-36% -$280K 0.33% 74
2026
Q1 		$656K Sell
751
-181
-19% -$141K 0.34% 75
2025
Q4 		$609K Sell
932
-92
-9% -$56K 0.31% 79
2025
Q3 		$630K Sell
1,024
-157
-13% -$95.1K 0.33% 77
2025
Q2 		$625K Sell
1,181
-468
-28% -$195K 0.35% 74
2025
Q1 		$503K Sell
1,649
-3
-0.2% -$1.05K 0.3% 77
2024
Q4 		$543K Sell
1,652
-565
-25% -$177K 0.31% 77
2024
Q3 		$565K Sell
2,217
-2
-0.1% -$384 0.32% 70
2024
Q2 		$381K Buy
+2,219
New +$352K 0.23% 103

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Athena Investment Management's GEV Position: Q2 2026 in Review

Athena Investment Management reduced its GE Vernova (GEV) stake by 36% in Q2 2026, selling an estimated $280K and leaving 477 shares worth $560K. The position accounts for 0.33% of the portfolio, ranked #74.

Athena Investment Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $656K in Q1 2026. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Athena Investment Management held 477 shares of GE Vernova worth $560K as of Q2 2026.
  • Athena Investment Management sold 274 GE Vernova shares in Q2 2026, an estimated $280K.
  • GE Vernova made up 0.33% of Athena Investment Management's portfolio in Q2 2026, its #74 holding.
  • Athena Investment Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Athena Investment Management's GE Vernova position peaked at $656K in Q1 2026.
  • 3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.