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Caldwell Sutter Capital’s GE Vernova GEV Stock Holding History

Caldwell Sutter Capital’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 		$354K Sell
301
-53
-15% -$54.1K 0.13% 160
2026
Q1 		$309K Sell
354
-154
-30% -$120K 0.13% 169
2025
Q4 		$332K Buy
508
+137
+37% +$83.4K 0.14% 150
2025
Q3 		$228K Buy
371
+5
+1% +$3.03K 0.1% 192
2025
Q2 		$194K Sell
366
-35
-9% -$14.6K 0.09% 210
2025
Q1 		$122K Sell
401
-5
-1% -$1.74K 0.06% 254
2024
Q4 		$134K Hold
406
– – 0.06% 246
2024
Q3 		$104K Hold
406
– – 0.05% 277
2024
Q2 		$69.6K Buy
+406
New +$64.3K 0.03% 311

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

Caldwell Sutter Capital's GEV Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its GE Vernova (GEV) stake by 15% in Q2 2026, selling an estimated $54.1K and leaving 301 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #160.

Caldwell Sutter Capital 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.

  • Caldwell Sutter Capital held 301 shares of GE Vernova worth $354K as of Q2 2026.
  • Caldwell Sutter Capital sold 53 GE Vernova shares in Q2 2026, an estimated $54.1K.
  • GE Vernova made up 0.13% of Caldwell Sutter Capital's portfolio in Q2 2026, its #160 holding.
  • Caldwell Sutter Capital 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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.