Clifford Swan Investment Counsel’s GE Vernova GEV Stock Holding History

Clifford Swan 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	$6.57M	Sell	5,594 -155	-3%	-$158K	0.21%	105
2026 Q1	$5.02M	Sell	5,749 -170	-3%	-$133K	0.17%	111
2025 Q4	$3.87M	Buy	5,919 +135	+2%	+$82.2K	0.13%	121
2025 Q3	$3.56M	Buy	5,784 +2	+0%	+$1.21K	0.12%	124
2025 Q2	$3.06M	Buy	5,782 +1	+0%	+$416	0.11%	132
2025 Q1	$1.76M	Sell	5,781 -107	-2%	-$37.3K	0.07%	149
2024 Q4	$1.94M	Sell	5,888 -288	-5%	-$90K	0.07%	146
2024 Q3	$1.57M	Sell	6,176 -1,407	-19%	-$270K	0.06%	156
2024 Q2	$1.3M	Buy	+7,583	New	+$1.2M	0.05%	159

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

Clifford Swan Investment Counsel's GEV Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its GE Vernova (GEV) stake by 2.7% in Q2 2026, selling an estimated $158K and leaving 5,594 shares worth $6.57M. The position accounts for 0.21% of the portfolio, ranked #105.

Clifford Swan Investment Counsel first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Clifford Swan Investment Counsel held 5,594 shares of GE Vernova worth $6.57M as of Q2 2026.
Clifford Swan Investment Counsel sold 155 GE Vernova shares in Q2 2026, an estimated $158K.
GE Vernova made up 0.21% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #105 holding.
Clifford Swan Investment Counsel first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.