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Crescent Grove Advisors’s GE Vernova GEV Stock Holding History

Crescent Grove Advisors’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 		$673K Sell
572
-112
-16% -$114K 0.06% 163
2026
Q1 		$598K Sell
684
-198
-22% -$154K 0.06% 167
2025
Q4 		$577K Sell
882
-246
-22% -$150K 0.05% 165
2025
Q3 		$694K Buy
1,128
+154
+16% +$93.3K 0.07% 146
2025
Q2 		$515K Buy
974
+3
+0.3% +$1.25K 0.05% 158
2025
Q1 		$296K Buy
+971
New +$339K 0.03% 213

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

Crescent Grove Advisors's GEV Position: Q2 2026 in Review

Crescent Grove Advisors reduced its GE Vernova (GEV) stake by 16% in Q2 2026, selling an estimated $114K and leaving 572 shares worth $673K. The position accounts for 0.06% of the portfolio, ranked #163.

Crescent Grove Advisors first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. The position peaked at $694K in Q3 2025. 3,445 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Crescent Grove Advisors held 572 shares of GE Vernova worth $673K as of Q2 2026.
  • Crescent Grove Advisors sold 112 GE Vernova shares in Q2 2026, an estimated $114K.
  • GE Vernova made up 0.06% of Crescent Grove Advisors's portfolio in Q2 2026, its #163 holding.
  • Crescent Grove Advisors first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • Crescent Grove Advisors's GE Vernova position peaked at $694K in Q3 2025.
  • 3,445 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.