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Capital Square’s GE Vernova GEV Stock Holding History

Capital Square’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 		$1.72M Sell
1,500
-268
-15% -$209K 0.79% 34
2025
Q4 		$1.16M Sell
1,768
-98
-5% -$59.7K 0.59% 47
2025
Q3 		$1.15M Buy
1,866
+42
+2% +$25.4K 0.59% 47
2025
Q2 		$983K Buy
1,824
+377
+26% +$157K 0.52% 62
2025
Q1 		$442K Buy
1,447
+691
+91% +$241K 0.26% 100
2024
Q4 		$318K Buy
+756
New +$236K 0.18% 129

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Square's GEV Position: Q1 2026 in Review

Capital Square reduced its GE Vernova (GEV) stake by 15% in Q1 2026, selling an estimated $209K and leaving 1,500 shares worth $1.72M. The position accounts for 0.79% of the portfolio, ranked #34.

Capital Square first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Capital Square held 1,500 shares of GE Vernova worth $1.72M as of Q1 2026.
  • Capital Square sold 268 GE Vernova shares in Q1 2026, an estimated $209K.
  • GE Vernova made up 0.79% of Capital Square's portfolio in Q1 2026, its #34 holding.
  • Capital Square first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.