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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
Q2 		$1M Sell
853
-4
-0.5% -$4.08K 0.33% 80
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 $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

Excalibur Management's GEV Position: Q2 2026 in Review

Excalibur Management reduced its GE Vernova (GEV) stake by 0.47% in Q2 2026, selling an estimated $4.08K and leaving 853 shares worth $1M. The position accounts for 0.33% of the portfolio, ranked #80.

Excalibur Management first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Excalibur Management held 853 shares of GE Vernova worth $1M as of Q2 2026.
  • Excalibur Management sold 4 GE Vernova shares in Q2 2026, an estimated $4.08K.
  • GE Vernova made up 0.33% of Excalibur Management's portfolio in Q2 2026, its #80 holding.
  • Excalibur Management first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.