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Caprock Group’s GE Vernova GEV Stock Holding History

Caprock Group’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 		$20.3M Sell
23,266
-252
-1% -$197K 0.49% 33
2025
Q4 		$15.4M Buy
23,518
+1,058
+5% +$644K 0.32% 50
2025
Q3 		$13.8M Buy
+22,460
New +$13.6M 0.34% 48
2025
Q1 		$5.84M Buy
19,128
+66
+0.3% +$23K 0.18% 96
2024
Q4 		$6.28M Buy
19,062
+3,410
+22% +$1.07M 0.21% 77
2024
Q3 		$3.99M Buy
15,652
+62
+0.4% +$11.9K 0.15% 117
2024
Q2 		$2.67M Buy
+15,590
New +$2.47M 0.11% 159

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

Caprock Group's GEV Position: Q1 2026 in Review

Caprock Group reduced its GE Vernova (GEV) stake by 1.1% in Q1 2026, selling an estimated $197K and leaving 23,266 shares worth $20.3M. The position accounts for 0.49% of the portfolio, ranked #33.

Caprock Group first reported a position in GEV in Q2 2024 and has held it in 7 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Caprock Group held 23,266 shares of GE Vernova worth $20.3M as of Q1 2026.
  • Caprock Group sold 252 GE Vernova shares in Q1 2026, an estimated $197K.
  • GE Vernova made up 0.49% of Caprock Group's portfolio in Q1 2026, its #33 holding.
  • Caprock Group first reported a position in GE Vernova in Q2 2024 and has held it in 7 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.