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Azimuth Capital Investment Management’s GE Vernova GEV Stock Holding History

Azimuth Capital 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 		$38.8M Buy
33,052
+10,096
+44% +$10.3M 1.31% 9
2026
Q1 		$20M Buy
22,956
+20,972
+1,057% +$16.4M 0.75% 32
2025
Q4 		$1.3M Buy
1,984
+15
+0.8% +$9.14K 0.05% 199
2025
Q3 		$1.21M Hold
1,969
– – 0.04% 195
2025
Q2 		$1.04M Buy
1,969
+7
+0.4% +$2.92K 0.04% 206
2025
Q1 		$599K Buy
1,962
+2
+0.1% +$697 0.02% 233
2024
Q4 		$645K Hold
1,960
– – 0.03% 230
2024
Q3 		$500K Sell
1,960
-93
-5% -$17.9K 0.02% 246
2024
Q2 		$352K Buy
+2,053
New +$325K 0.01% 260

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

Azimuth Capital Investment Management's GEV Position: Q2 2026 in Review

Azimuth Capital Investment Management increased its GE Vernova (GEV) stake by 44% in Q2 2026, buying an estimated $10.3M and bringing the position to 33,052 shares worth $38.8M. The position accounts for 1.31% of the portfolio, ranked #9.

Azimuth Capital Investment Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Azimuth Capital Investment Management held 33,052 shares of GE Vernova worth $38.8M as of Q2 2026.
  • Azimuth Capital Investment Management bought 10,096 GE Vernova shares in Q2 2026, an estimated $10.3M.
  • GE Vernova made up 1.31% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #9 holding.
  • Azimuth Capital Investment Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.