Gallo Partners’s GE Vernova GEV Stock Holding History

Gallo Partners’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	–	Sell	-3,366	Closed	-$2.2M	–	65
2025 Q4	$2.2M	Buy	+3,366	New	+$2.05M	1.94%	24
2025 Q3	–	Sell	-6,602	Closed	-$3.49M	–	81
2025 Q2	$3.49M	Buy	6,602 +2,565	+64%	+$1.07M	2.29%	17
2025 Q1	$1.23M	Buy	+4,037	New	+$1.41M	0.82%	47

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gallo Partners's GEV Position: Q1 2026 in Review

Gallo Partners sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 3,366 shares — an estimated $2.2M sold.

Gallo Partners first reported a position in GEV in Q1 2025 and held it in 3 quarters. The position peaked at $3.49M in Q2 2025. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Gallo Partners reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
Gallo Partners sold 3,366 GE Vernova shares in Q1 2026, an estimated $2.2M.
Gallo Partners first reported a position in GE Vernova in Q1 2025 and held it in 3 quarters.
Gallo Partners's GE Vernova position peaked at $3.49M in Q2 2025.
3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Gallo Partners's 13F filing for Q1 2026, filed 15 May 2026.