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Berkshire Capital Holdings’s GE Vernova GEV Stock Holding History

Berkshire Capital Holdings’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
Q1 		$16.6M Sell
19,010
-3,950
-17% -$3.08M 5.99% 5
2025
Q4 		$15M Buy
22,960
+22,950
+229,500% +$14M 4.97% 6
2025
Q3 		$6.15K Hold
10
– – ﹤0.01% 30
2025
Q2 		$5.29K Buy
+10
New +$4.16K ﹤0.01% 35

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berkshire Capital Holdings's GEV Position: Q1 2026 in Review

Berkshire Capital Holdings reduced its GE Vernova (GEV) stake by 17% in Q1 2026, selling an estimated $3.08M and leaving 19,010 shares worth $16.6M. The position accounts for 5.99% of the portfolio, ranked #5.

Berkshire Capital Holdings first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,131 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Berkshire Capital Holdings held 19,010 shares of GE Vernova worth $16.6M as of Q1 2026.
  • Berkshire Capital Holdings sold 3,950 GE Vernova shares in Q1 2026, an estimated $3.08M.
  • GE Vernova made up 5.99% of Berkshire Capital Holdings's portfolio in Q1 2026, its #5 holding.
  • Berkshire Capital Holdings first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,131 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.