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Bailard’s GE Vernova GEV Stock Holding History

Bailard’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 		$1.76M Sell
1,498
-1,382
-48% -$1.41M 0.04% 273
2026
Q1 		$2.51M Buy
2,880
+1,408
+96% +$1.1M 0.06% 209
2025
Q4 		$962K Buy
1,472
+40
+3% +$24.4K 0.02% 327
2025
Q3 		$881K Buy
1,432
+76
+6% +$46K 0.02% 348
2025
Q2 		$718K Buy
1,356
+244
+22% +$102K 0.02% 394
2025
Q1 		$339K Buy
+1,112
New +$388K 0.01% 537

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

Bailard's GEV Position: Q2 2026 in Review

Bailard reduced its GE Vernova (GEV) stake by 48% in Q2 2026, selling an estimated $1.41M and leaving 1,498 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #273.

Bailard first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.51M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Bailard held 1,498 shares of GE Vernova worth $1.76M as of Q2 2026.
  • Bailard sold 1,382 GE Vernova shares in Q2 2026, an estimated $1.41M.
  • GE Vernova made up 0.04% of Bailard's portfolio in Q2 2026, its #273 holding.
  • Bailard first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • Bailard's GE Vernova position peaked at $2.51M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.