Cadinha & Co’s GE Vernova GEV Stock Holding History

Cadinha & Co’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	$27.3M	Buy	23,236 +14,937	+180%	+$15.2M	4.04%	6
2026 Q1	$7.24M	Sell	8,299 -6,872	-45%	-$5.36M	1.35%	23
2025 Q4	$9.92M	Buy	+15,171	New	+$9.24M	1.53%	22

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

Cadinha & Co's GEV Position: Q2 2026 in Review

Cadinha & Co increased its GE Vernova (GEV) stake by 180% in Q2 2026, buying an estimated $15.2M and bringing the position to 23,236 shares worth $27.3M. The position accounts for 4.04% of the portfolio, ranked #6.

Cadinha & Co first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Cadinha & Co held 23,236 shares of GE Vernova worth $27.3M as of Q2 2026.
Cadinha & Co bought 14,937 GE Vernova shares in Q2 2026, an estimated $15.2M.
GE Vernova made up 4.04% of Cadinha & Co's portfolio in Q2 2026, its #6 holding.
Cadinha & Co first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.