First Manhattan’s GE Vernova GEV Stock Holding History

First Manhattan’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	$318M	Sell	270,578 -2,782	-1%	-$2.84M	0.81%	29
2026 Q1	$239M	Sell	273,360 -2,884	-1%	-$2.25M	0.66%	32
2025 Q4	$181M	Buy	276,244 +517	+0.2%	+$315K	0.47%	37
2025 Q3	$170M	Buy	275,727 +3,129	+1%	+$1.9M	0.45%	37
2025 Q2	$144M	Buy	272,598 +44,315	+19%	+$18.5M	0.41%	40
2025 Q1	$69.7M	Buy	228,283 +194,410	+574%	+$67.8M	0.2%	60
2024 Q4	$11.4M	Sell	33,873 -524	-2%	-$164K	0.03%	136
2024 Q3	$8.77M	Sell	34,397 -2,024	-6%	-$389K	0.03%	161
2024 Q2	$6.25M	Buy	+36,421	New	+$5.77M	0.02%	187

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Manhattan's GEV Position: Q2 2026 in Review

First Manhattan reduced its GE Vernova (GEV) stake by 1% in Q2 2026, selling an estimated $2.84M and leaving 270,578 shares worth $318M. The position accounts for 0.81% of the portfolio, ranked #29.

First Manhattan first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

First Manhattan held 270,578 shares of GE Vernova worth $318M as of Q2 2026.
First Manhattan sold 2,782 GE Vernova shares in Q2 2026, an estimated $2.84M.
GE Vernova made up 0.81% of First Manhattan's portfolio in Q2 2026, its #29 holding.
First Manhattan first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.