DI
GEV icon

Disciplined Investors’s GE Vernova GEV Stock Holding History

Disciplined Investors’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 		$909K Buy
774
+109
+16% +$111K 0.45% 57
2026
Q1 		$580K Sell
665
-6
-0.9% -$4.68K 0.35% 61
2025
Q4 		$438K Buy
671
+126
+23% +$76.7K 0.29% 71
2025
Q3 		$335K Sell
545
-1,341
-71% -$812K 0.24% 85
2025
Q2 		$998K Buy
1,886
+1
+0.1% +$416 0.78% 38
2025
Q1 		$575K Buy
1,885
+117
+7% +$40.8K 0.52% 48
2024
Q4 		$649K Buy
+1,768
New +$553K 0.62% 43

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

Disciplined Investors's GEV Position: Q2 2026 in Review

Disciplined Investors increased its GE Vernova (GEV) stake by 16% in Q2 2026, buying an estimated $111K and bringing the position to 774 shares worth $909K. The position accounts for 0.45% of the portfolio, ranked #57.

Disciplined Investors first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $998K in Q2 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Disciplined Investors held 774 shares of GE Vernova worth $909K as of Q2 2026.
  • Disciplined Investors bought 109 GE Vernova shares in Q2 2026, an estimated $111K.
  • GE Vernova made up 0.45% of Disciplined Investors's portfolio in Q2 2026, its #57 holding.
  • Disciplined Investors first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's GE Vernova position peaked at $998K in Q2 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.