First Manhattan’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144M Buy
272,598
+44,315
+19% +$23.4M 0.41% 40
2025
Q1
$69.7M Buy
228,283
+194,410
+574% +$59.3M 0.2% 60
2024
Q4
$11.4M Sell
33,873
-524
-2% -$177K 0.03% 136
2024
Q3
$8.77M Sell
34,397
-2,024
-6% -$516K 0.03% 161
2024
Q2
$6.25M Buy
+36,421
New +$6.25M 0.02% 187