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Callan Family Office’s GE Vernova GEV Stock Holding History

Callan Family Office’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 		$10.1M Buy
8,589
+247
+3% +$252K 0.2% 95
2026
Q1 		$7.28M Sell
8,342
-1,476
-15% -$1.15M 0.17% 127
2025
Q4 		$6.42M Buy
9,818
+4,574
+87% +$2.79M 0.14% 154
2025
Q3 		$3.22M Sell
5,244
-1,337
-20% -$810K 0.1% 203
2025
Q2 		$3.48M Buy
6,581
+4,502
+217% +$1.87M 0.11% 198
2025
Q1 		$635K Sell
2,079
-1,906
-48% -$665K 0.05% 282
2024
Q4 		$1.31M Buy
+3,985
New +$1.25M 0.08% 205

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 $3.38T AUM 44.17% 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

Callan Family Office's GEV Position: Q2 2026 in Review

Callan Family Office increased its GE Vernova (GEV) stake by 3% in Q2 2026, buying an estimated $252K and bringing the position to 8,589 shares worth $10.1M. The position accounts for 0.2% of the portfolio, ranked #95.

Callan Family Office first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Callan Family Office held 8,589 shares of GE Vernova worth $10.1M as of Q2 2026.
  • Callan Family Office bought 247 GE Vernova shares in Q2 2026, an estimated $252K.
  • GE Vernova made up 0.2% of Callan Family Office's portfolio in Q2 2026, its #95 holding.
  • Callan Family Office first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.