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DSM Capital Partners’s GE Vernova GEV Stock Holding History

DSM Capital 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 		$226M Sell
191,962
-43,739
-19% -$44.6M 3.86% 8
2026
Q1 		$206M Sell
235,701
-47,507
-17% -$37.1M 3.64% 8
2025
Q4 		$185M Buy
283,208
+85,031
+43% +$51.8M 2.74% 11
2025
Q3 		$122M Buy
198,177
+1,186
+0.6% +$719K 1.74% 19
2025
Q2 		$104M Buy
196,991
+47,651
+32% +$19.8M 1.54% 23
2025
Q1 		$45.6M Sell
149,340
-2,042
-1% -$712K 0.8% 25
2024
Q4 		$49.8M Buy
151,382
+859
+0.6% +$269K 0.77% 24
2024
Q3 		$38.4M Buy
+150,523
New +$28.9M 0.59% 25

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DSM Capital Partners's GEV Position: Q2 2026 in Review

DSM Capital Partners reduced its GE Vernova (GEV) stake by 19% in Q2 2026, selling an estimated $44.6M and leaving 191,962 shares worth $226M. The position accounts for 3.86% of the portfolio, ranked #8.

DSM Capital Partners first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 2,501 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • DSM Capital Partners held 191,962 shares of GE Vernova worth $226M as of Q2 2026.
  • DSM Capital Partners sold 43,739 GE Vernova shares in Q2 2026, an estimated $44.6M.
  • GE Vernova made up 3.86% of DSM Capital Partners's portfolio in Q2 2026, its #8 holding.
  • DSM Capital Partners first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 2,501 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.