Callahan Advisors’s GE Vernova GEV Stock Holding History

Callahan Advisors’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	$7.87M	Buy	6,699 +1,031	+18%	+$1.05M	0.59%	47
2026 Q1	$4.95M	Buy	5,668 +1,854	+49%	+$1.45M	0.41%	62
2025 Q4	$2.49M	Buy	3,814 +3,406	+835%	+$2.07M	0.2%	82
2025 Q3	$251K	Hold	408	–	–	0.02%	153
2025 Q2	$216K	Buy	+408	New	+$170K	0.02%	161

Other funds holding GEV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Callahan Advisors's GEV Position: Q2 2026 in Review

Callahan Advisors increased its GE Vernova (GEV) stake by 18% in Q2 2026, buying an estimated $1.05M and bringing the position to 6,699 shares worth $7.87M. The position accounts for 0.59% of the portfolio, ranked #47.

Callahan Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,726 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Callahan Advisors held 6,699 shares of GE Vernova worth $7.87M as of Q2 2026.
Callahan Advisors bought 1,031 GE Vernova shares in Q2 2026, an estimated $1.05M.
GE Vernova made up 0.59% of Callahan Advisors's portfolio in Q2 2026, its #47 holding.
Callahan Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,726 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.