Chilton Capital Management’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44.8M Sell
38,166
-31,918
-46% -$32.6M 1.42% 17
2026
Q1
$61.2M Sell
70,084
-13,458
-16% -$10.5M 2.13% 12
2025
Q4
$54.6M Buy
83,542
+81,202
+3,470% +$49.5M 1.88% 16
2025
Q3
$1.44M Buy
2,340
+127
+6% +$76.9K 0.05% 117
2025
Q2
$1.17M Sell
2,213
-12
-0.5% -$5K 0.04% 124
2025
Q1
$679K Sell
2,225
-95
-4% -$33.1K 0.03% 148
2024
Q4
$763K Hold
2,320
0.03% 145
2024
Q3
$592K Hold
2,320
0.02% 154
2024
Q2
$398K Buy
+2,320
New +$368K 0.02% 173

Other funds holding GEV

Chilton Capital Management's GEV Position: Q2 2026 in Review

Chilton Capital Management reduced its GE Vernova (GEV) stake by 46% in Q2 2026, selling an estimated $32.6M and leaving 38,166 shares worth $44.8M. The position accounts for 1.42% of the portfolio, ranked #17.

Chilton Capital Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.2M in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Chilton Capital Management held 38,166 shares of GE Vernova worth $44.8M as of Q2 2026.
  • Chilton Capital Management sold 31,918 GE Vernova shares in Q2 2026, an estimated $32.6M.
  • GE Vernova made up 1.42% of Chilton Capital Management's portfolio in Q2 2026, its #17 holding.
  • Chilton Capital Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Chilton Capital Management's GE Vernova position peaked at $61.2M in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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