Capstone Investment Advisors
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Capstone Investment Advisors’s GE Vernova GEV Stock Holding History

Capstone Investment 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
Q1 		$38.4M Buy
44,000
+30,100
+217% +$23.5M 0.07% 113
2025
Q4 		$9.08M Buy
13,900
+3,800
+38% +$2.31M 0.02% 279
2025
Q3 		$6.21M Buy
10,100
+900
+10% +$545K 0.01% 420
2025
Q2 		$4.87M Buy
9,200
+400
+5% +$167K 0.01% 397
2025
Q1 		$2.69M Sell
8,800
-300
-3% -$105K 0.01% 609
2024
Q4 		$2.99M Buy
9,100
+4,900
+117% +$1.53M 0.01% 713
2024
Q3 		$1.07M Buy
4,200
+1,700
+68% +$326K ﹤0.01% 936
2024
Q2 		$429K Buy
+2,500
New +$396K ﹤0.01% 1394

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

Capstone Investment Advisors's GEV Position: Q1 2026 in Review

Capstone Investment Advisors reduced its GE Vernova (GEV) stake by 35% in Q1 2026, selling an estimated $1.51M and leaving 3,545 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #527.

Capstone Investment Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Capstone Investment Advisors held 3,545 shares of GE Vernova worth $3.09M as of Q1 2026.
  • Capstone Investment Advisors sold 1,941 GE Vernova shares in Q1 2026, an estimated $1.51M.
  • GE Vernova made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #527 holding.
  • Capstone Investment Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • Capstone Investment Advisors's GE Vernova position peaked at $3.59M in Q4 2025.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.