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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
Q2 		$26.5M Sell
22,553
-713
-3% -$728K 0.51% 32
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 $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

Caprock Group's GEV Position: Q2 2026 in Review

Caprock Group reduced its GE Vernova (GEV) stake by 3.1% in Q2 2026, selling an estimated $728K and leaving 22,553 shares worth $26.5M. The position accounts for 0.51% of the portfolio, ranked #32.

Caprock Group first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Caprock Group held 22,553 shares of GE Vernova worth $26.5M as of Q2 2026.
  • Caprock Group sold 713 GE Vernova shares in Q2 2026, an estimated $728K.
  • GE Vernova made up 0.51% of Caprock Group's portfolio in Q2 2026, its #32 holding.
  • Caprock Group first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.