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Excalibur Management’s GE Vernova GEV Stock Holding History

Excalibur 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
Q1 		$748K Sell
857
-26
-3% -$20.3K 0.27% 88
2025
Q4 		$577K Sell
883
-26
-3% -$15.8K 0.21% 99
2025
Q3 		$559K Sell
909
-5
-0.5% -$3.03K 0.2% 98
2025
Q2 		$484K Hold
914
– – 0.18% 101
2025
Q1 		$279K Hold
914
– – 0.11% 137
2024
Q4 		$301K Buy
914
+44
+5% +$13.8K 0.12% 133
2024
Q3 		$222K Buy
+870
New +$167K 0.08% 153

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Excalibur Management's GEV Position: Q1 2026 in Review

Excalibur Management reduced its GE Vernova (GEV) stake by 2.9% in Q1 2026, selling an estimated $20.3K and leaving 857 shares worth $748K. The position accounts for 0.27% of the portfolio, ranked #88.

Excalibur Management first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Excalibur Management held 857 shares of GE Vernova worth $748K as of Q1 2026.
  • Excalibur Management sold 26 GE Vernova shares in Q1 2026, an estimated $20.3K.
  • GE Vernova made up 0.27% of Excalibur Management's portfolio in Q1 2026, its #88 holding.
  • Excalibur Management first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.