Carnegie Investment Counsel’s GE Vernova GEV Stock Holding History

Carnegie Investment Counsel’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	$22.7M	Sell	19,345 -10,380	-35%	-$10.6M	0.46%	62
2026 Q1	$25.9M	Sell	29,725 -683	-2%	-$533K	0.51%	59
2025 Q4	$19.9M	Sell	30,408 -907	-3%	-$552K	0.37%	78
2025 Q3	$19.3M	Sell	31,315 -2,643	-8%	-$1.6M	0.36%	79
2025 Q2	$18M	Sell	33,958 -102	-0.3%	-$42.5K	0.36%	84
2025 Q1	$9.74M	Buy	34,060 +15,383	+82%	+$5.36M	0.23%	121
2024 Q4	$6.14M	Sell	18,677 -480	-3%	-$150K	0.18%	134
2024 Q3	$4.88M	Buy	19,157 +12,125	+172%	+$2.33M	0.14%	147
2024 Q2	$1.21M	Buy	+7,032	New	+$1.11M	0.04%	254

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carnegie Investment Counsel's GEV Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its GE Vernova (GEV) stake by 35% in Q2 2026, selling an estimated $10.6M and leaving 19,345 shares worth $22.7M. The position accounts for 0.46% of the portfolio, ranked #62.

Carnegie Investment Counsel first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.9M in Q1 2026. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Carnegie Investment Counsel held 19,345 shares of GE Vernova worth $22.7M as of Q2 2026.
Carnegie Investment Counsel sold 10,380 GE Vernova shares in Q2 2026, an estimated $10.6M.
GE Vernova made up 0.46% of Carnegie Investment Counsel's portfolio in Q2 2026, its #62 holding.
Carnegie Investment Counsel first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
Carnegie Investment Counsel's GE Vernova position peaked at $25.9M in Q1 2026.
2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.