Aventail Capital Group’s GE Vernova GEV Stock Holding History

Aventail Capital Group’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	$22.4M	Sell	19,062 -28,345	-60%	-$28.9M	1.28%	20
2026 Q1	$41.4M	Buy	47,407 +42,554	+877%	+$33.2M	1.98%	7
2025 Q4	$3.17M	Sell	4,853 -11,618	-71%	-$7.08M	0.18%	97
2025 Q3	$10.1M	Buy	+16,471	New	+$9.98M	0.47%	60
2025 Q2	–	Sell	-100,489	Closed	-$30.7M	–	149
2025 Q1	$30.7M	Buy	100,489 +489	+0.5%	+$171K	1.51%	25
2024 Q4	$32.9M	Buy	100,000 +6,545	+7%	+$2.05M	1.69%	23
2024 Q3	$23.8M	Buy	93,455 +21,152	+29%	+$4.06M	1.4%	28
2024 Q2	$12.4M	Buy	72,303 +60,303	+503%	+$9.56M	0.87%	33
2024 Q1	$1.64M	Buy	+12,000	New	+$1.61M	0.13%	60

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aventail Capital Group's GEV Position: Q2 2026 in Review

Aventail Capital Group reduced its GE Vernova (GEV) stake by 60% in Q2 2026, selling an estimated $28.9M and leaving 19,062 shares worth $22.4M. The position accounts for 1.28% of the portfolio, ranked #20.

Aventail Capital Group first reported a position in GEV in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.4M in Q1 2026. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Aventail Capital Group held 19,062 shares of GE Vernova worth $22.4M as of Q2 2026.
Aventail Capital Group sold 28,345 GE Vernova shares in Q2 2026, an estimated $28.9M.
GE Vernova made up 1.28% of Aventail Capital Group's portfolio in Q2 2026, its #20 holding.
Aventail Capital Group first reported a position in GE Vernova in Q1 2024 and has held it in 9 quarters since.
Aventail Capital Group's GE Vernova position peaked at $41.4M in Q1 2026.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.