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Coldstream Capital Management’s GE Vernova GEV Stock Holding History

Coldstream Capital 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 		$9.25M Sell
7,870
-209
-3% -$213K 0.12% 108
2026
Q1 		$7.05M Buy
8,079
+404
+5% +$315K 0.09% 125
2025
Q4 		$5.02M Buy
7,675
+373
+5% +$227K 0.06% 150
2025
Q3 		$4.49M Buy
7,302
+783
+12% +$474K 0.06% 161
2025
Q2 		$3.45M Buy
6,519
+761
+13% +$317K 0.06% 177
2025
Q1 		$1.76M Sell
5,758
-271
-4% -$94.5K 0.04% 274
2024
Q4 		$1.98M Buy
6,029
+1,081
+22% +$338K 0.04% 245
2024
Q3 		$1.3M Buy
4,948
+774
+19% +$149K 0.03% 309
2024
Q2 		$716K Buy
+4,174
New +$661K 0.02% 414

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Coldstream Capital Management reduced its GE Vernova (GEV) stake by 2.6% in Q2 2026, selling an estimated $213K and leaving 7,870 shares worth $9.25M. The position accounts for 0.12% of the portfolio, ranked #108.

Coldstream Capital Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Coldstream Capital Management held 7,870 shares of GE Vernova worth $9.25M as of Q2 2026.
  • Coldstream Capital Management sold 209 GE Vernova shares in Q2 2026, an estimated $213K.
  • GE Vernova made up 0.12% of Coldstream Capital Management's portfolio in Q2 2026, its #108 holding.
  • Coldstream Capital Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.