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D.L. Carlson Investment Group’s GE Vernova GEV Stock Holding History

D.L. Carlson Investment Group’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 		$7.1M Sell
6,040
-3,559
-37% -$3.63M 1.13% 25
2026
Q1 		$8.38M Sell
9,599
-281
-3% -$219K 1.44% 14
2025
Q4 		$6.46M Sell
9,880
-2,633
-21% -$1.6M 1.09% 21
2025
Q3 		$7.69M Sell
12,513
-999
-7% -$605K 1.29% 17
2025
Q2 		$7.15M Sell
13,512
-792
-6% -$330K 1.3% 18
2025
Q1 		$4.37M Sell
14,304
-3,234
-18% -$1.13M 0.84% 31
2024
Q4 		$5.77M Sell
17,538
-107
-0.6% -$33.4K 1.03% 22
2024
Q3 		$4.5M Buy
17,645
+307
+2% +$58.9K 0.81% 31
2024
Q2 		$2.97M Buy
+17,338
New +$2.75M 0.57% 60

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

D.L. Carlson Investment Group's GEV Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its GE Vernova (GEV) stake by 37% in Q2 2026, selling an estimated $3.63M and leaving 6,040 shares worth $7.1M. The position accounts for 1.13% of the portfolio, ranked #25.

D.L. Carlson Investment Group first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.38M in Q1 2026. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • D.L. Carlson Investment Group held 6,040 shares of GE Vernova worth $7.1M as of Q2 2026.
  • D.L. Carlson Investment Group sold 3,559 GE Vernova shares in Q2 2026, an estimated $3.63M.
  • GE Vernova made up 1.13% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #25 holding.
  • D.L. Carlson Investment Group first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • D.L. Carlson Investment Group's GE Vernova position peaked at $8.38M in Q1 2026.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.