Carret Asset Management’s GE Vernova GEV Stock Holding History

Carret Asset Management’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	$1.17M	Buy	993 +20	+2%	+$20.4K	0.1%	143
2026 Q1	$849K	Hold	973	–	–	0.08%	164
2025 Q4	$636K	Sell	973 -35	-3%	-$21.3K	0.06%	187
2025 Q3	$620K	Hold	1,008	–	–	0.06%	188
2025 Q2	$533K	Buy	1,008 +2	+0.2%	+$833	0.06%	196
2025 Q1	$307K	Hold	1,006	–	–	0.03%	226
2024 Q4	$331K	Hold	1,006	–	–	0.04%	223
2024 Q3	$257K	Buy	+1,006	New	+$193K	0.03%	248

Other funds holding GEV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carret Asset Management's GEV Position: Q2 2026 in Review

Carret Asset Management increased its GE Vernova (GEV) stake by 2.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 993 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #143.

Carret Asset Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Carret Asset Management held 993 shares of GE Vernova worth $1.17M as of Q2 2026.
Carret Asset Management bought 20 GE Vernova shares in Q2 2026, an estimated $20.4K.
GE Vernova made up 0.1% of Carret Asset Management's portfolio in Q2 2026, its #143 holding.
Carret Asset Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.