Front Street Capital Management’s GE Vernova GEV Stock Holding History

Front Street 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	$50M	Sell	42,527 -3,659	-8%	-$3.73M	5.67%	4
2026 Q1	$40.3M	Sell	46,186 -6,390	-12%	-$4.99M	5.35%	4
2025 Q4	$34.4M	Sell	52,576 -2,621	-5%	-$1.6M	4.88%	7
2025 Q3	$33.9M	Sell	55,197 -1,116	-2%	-$676K	5.24%	5
2025 Q2	$29.8M	Sell	56,313 -1,986	-3%	-$827K	5.71%	6
2025 Q1	$17.8M	Sell	58,299 -5,146	-8%	-$1.79M	3.39%	10
2024 Q4	$20.9M	Sell	63,445 -2,138	-3%	-$668K	3.63%	10
2024 Q3	$16.7M	Buy	65,583 +76	+0.1%	+$14.6K	2.71%	11
2024 Q2	$11.2M	Buy	+65,507	New	+$10.4M	2.15%	14

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

Front Street Capital Management's GEV Position: Q2 2026 in Review

Front Street Capital Management reduced its GE Vernova (GEV) stake by 7.9% in Q2 2026, selling an estimated $3.73M and leaving 42,527 shares worth $50M. The position accounts for 5.67% of the portfolio, ranked #4.

Front Street Capital Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Front Street Capital Management held 42,527 shares of GE Vernova worth $50M as of Q2 2026.
Front Street Capital Management sold 3,659 GE Vernova shares in Q2 2026, an estimated $3.73M.
GE Vernova made up 5.67% of Front Street Capital Management's portfolio in Q2 2026, its #4 holding.
Front Street Capital Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Front Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.