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Evergreen Capital Management’s GE Vernova GEV Stock Holding History

Evergreen 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 		$4.28M Sell
3,640
-60
-2% -$61.2K 0.08% 231
2026
Q1 		$3.23M Buy
3,700
+1,098
+42% +$857K 0.07% 247
2025
Q4 		$1.7M Buy
2,602
+16
+0.6% +$9.74K 0.04% 348
2025
Q3 		$1.59M Buy
2,586
+375
+17% +$227K 0.04% 320
2025
Q2 		$1.17M Buy
2,211
+115
+5% +$47.9K 0.04% 336
2025
Q1 		$640K Buy
2,096
+208
+11% +$72.5K 0.02% 426
2024
Q4 		$621K Buy
1,888
+82
+5% +$25.6K 0.02% 439
2024
Q3 		$460K Buy
1,806
+131
+8% +$25.2K 0.02% 539
2024
Q2 		$287K Buy
+1,675
New +$265K 0.01% 680

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

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

Evergreen Capital Management reduced its GE Vernova (GEV) stake by 1.6% in Q2 2026, selling an estimated $61.2K and leaving 3,640 shares worth $4.28M. The position accounts for 0.08% of the portfolio, ranked #231.

Evergreen Capital Management 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.

  • Evergreen Capital Management held 3,640 shares of GE Vernova worth $4.28M as of Q2 2026.
  • Evergreen Capital Management sold 60 GE Vernova shares in Q2 2026, an estimated $61.2K.
  • GE Vernova made up 0.08% of Evergreen Capital Management's portfolio in Q2 2026, its #231 holding.
  • Evergreen Capital Management 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 Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.