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Davis Investment Partners’s GE Vernova GEV Stock Holding History

Davis Investment Partners’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 		$2.35M Hold
2,002
– – 0.72% 23
2026
Q1 		$1.75M Sell
2,002
-25
-1% -$19.5K 0.62% 27
2025
Q4 		$1.38M Buy
2,027
+1
+0% +$609 0.48% 41
2025
Q3 		$1.23M Sell
2,026
-25
-1% -$15.1K 0.42% 42
2025
Q2 		$1.04M Buy
2,051
+40
+2% +$16.7K 0.37% 44
2025
Q1 		$648K Buy
2,011
+340
+20% +$119K 0.29% 64
2024
Q4 		$613K Buy
1,671
+527
+46% +$165K 0.26% 64
2024
Q3 		$289K Sell
1,144
-39
-3% -$7.49K 0.12% 96
2024
Q2 		$213K Buy
+1,183
New +$187K 0.09% 113

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

Davis Investment Partners's GEV Position: Q2 2026 in Review

Davis Investment Partners held its GE Vernova (GEV) position steady in Q2 2026 at 2,002 shares worth $2.35M. The position accounts for 0.72% of the portfolio, ranked #23.

Davis Investment Partners 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.

  • Davis Investment Partners held 2,002 shares of GE Vernova worth $2.35M as of Q2 2026.
  • Davis Investment Partners left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.72% of Davis Investment Partners's portfolio in Q2 2026, its #23 holding.
  • Davis Investment Partners 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 Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.