Eagle Capital Management (New York)
GEV icon

Eagle Capital Management (New York)’s GE Vernova GEV Stock Holding History

Eagle Capital Management (New York)’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 		$22.5M Sell
19,116
-5,285
-22% -$5.39M 0.07% 29
2026
Q1 		$21.3M Sell
24,401
-3,516
-13% -$2.74M 0.07% 36
2025
Q4 		$18.2M Sell
27,917
-570
-2% -$347K 0.06% 37
2025
Q3 		$17.5M Sell
28,487
-15,480
-35% -$9.38M 0.06% 34
2025
Q2 		$23.3M Sell
43,967
-1,723,294
-98% -$718M 0.08% 35
2025
Q1 		$540M Sell
1,767,261
-303,817
-15% -$106M 1.97% 21
2024
Q4 		$681M Sell
2,071,078
-2,104,243
-50% -$658M 2.48% 19
2024
Q3 		$1.06B Sell
4,175,321
-989,005
-19% -$190M 3.95% 9
2024
Q2 		$886M Buy
+5,164,326
New +$818M 3.28% 13

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

Eagle Capital Management (New York)'s GEV Position: Q2 2026 in Review

Eagle Capital Management (New York) reduced its GE Vernova (GEV) stake by 22% in Q2 2026, selling an estimated $5.39M and leaving 19,116 shares worth $22.5M. The position accounts for 0.07% of the portfolio, ranked #29.

Eagle Capital Management (New York) first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06B in Q3 2024. 3,447 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Eagle Capital Management (New York) held 19,116 shares of GE Vernova worth $22.5M as of Q2 2026.
  • Eagle Capital Management (New York) sold 5,285 GE Vernova shares in Q2 2026, an estimated $5.39M.
  • GE Vernova made up 0.07% of Eagle Capital Management (New York)'s portfolio in Q2 2026, its #29 holding.
  • Eagle Capital Management (New York) first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Eagle Capital Management (New York)'s GE Vernova position peaked at $1.06B in Q3 2024.
  • 3,447 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.