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Chatterton & Associates’s GE Vernova GEV Stock Holding History

Chatterton & Associates’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 		$313K Sell
291
-45
-13% -$45.9K 0.18% 76
2026
Q1 		$325K Hold
336
– – 0.23% 70
2025
Q4 		$220K Buy
+336
New +$205K 0.19% 78

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Chatterton & Associates's GEV Position: Q2 2026 in Review

Chatterton & Associates reduced its GE Vernova (GEV) stake by 13% in Q2 2026, selling an estimated $45.9K and leaving 291 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #76.

Chatterton & Associates first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q1 2026. 2,084 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Chatterton & Associates held 291 shares of GE Vernova worth $313K as of Q2 2026.
  • Chatterton & Associates sold 45 GE Vernova shares in Q2 2026, an estimated $45.9K.
  • GE Vernova made up 0.18% of Chatterton & Associates's portfolio in Q2 2026, its #76 holding.
  • Chatterton & Associates first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • Chatterton & Associates's GE Vernova position peaked at $325K in Q1 2026.
  • 2,084 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.