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Copeland Capital Management’s GE Vernova GEV Stock Holding History

Copeland 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 		– Sell
-64
Closed -$55.9K – 292
2026
Q1 		$55.9K Hold
64
– – ﹤0.01% 217
2025
Q4 		$41.8K Hold
64
– – ﹤0.01% 224
2025
Q3 		$39.4K Hold
64
– – ﹤0.01% 220
2025
Q2 		$33.9K Hold
64
– – ﹤0.01% 212
2025
Q1 		$19.5K Hold
64
– – ﹤0.01% 222
2024
Q4 		$21.1K Hold
64
– – ﹤0.01% 221
2024
Q3 		$16.3K Buy
+64
New +$12.3K ﹤0.01% 214

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 $3.37T AUM 44.26% 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

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

Copeland Capital Management sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 64 shares — an estimated $55.9K sold.

Copeland Capital Management first reported a position in GEV in Q3 2024 and held it in 7 quarters. The position peaked at $55.9K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Copeland Capital Management reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 64 GE Vernova shares in Q2 2026, an estimated $55.9K.
  • Copeland Capital Management first reported a position in GE Vernova in Q3 2024 and held it in 7 quarters.
  • Copeland Capital Management's GE Vernova position peaked at $55.9K in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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