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Donaldson Capital Management’s GE Vernova GEV Stock Holding History

Donaldson 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 		$1.02M Buy
867
+302
+53% +$308K 0.03% 168
2026
Q1 		$493K Hold
565
– – 0.02% 177
2025
Q4 		$369K Buy
565
+3
+0.5% +$1.83K 0.01% 193
2025
Q3 		$346K Hold
562
– – 0.01% 193
2025
Q2 		$297K Buy
+562
New +$234K 0.01% 192
2025
Q1 		– Sell
-613
Closed -$202K – 233
2024
Q4 		$202K Buy
+613
New +$192K 0.01% 212

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

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

Donaldson Capital Management increased its GE Vernova (GEV) stake by 53% in Q2 2026, buying an estimated $308K and bringing the position to 867 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #168.

Donaldson Capital Management first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Donaldson Capital Management held 867 shares of GE Vernova worth $1.02M as of Q2 2026.
  • Donaldson Capital Management bought 302 GE Vernova shares in Q2 2026, an estimated $308K.
  • GE Vernova made up 0.03% of Donaldson Capital Management's portfolio in Q2 2026, its #168 holding.
  • Donaldson Capital Management first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.