General American Investors’s GE Vernova GEV Stock Holding History

General American Investors’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	$83.4M	Sell	71,000 -20,000	-22%	-$20.4M	4.94%	2
2026 Q1	$79.4M	Sell	91,000 -9,000	-9%	-$7.02M	5.22%	1
2025 Q4	$65.4M	Hold	100,000	–	–	3.69%	10
2025 Q3	$61.5M	Sell	100,000 -10,000	-9%	-$6.06M	3.56%	8
2025 Q2	$58.2M	Hold	110,000	–	–	3.73%	7
2025 Q1	$33.6M	Hold	110,000	–	–	2.45%	12
2024 Q4	$36.2M	Hold	110,000	–	–	2.51%	12
2024 Q3	$28M	Buy	110,000 +55,000	+100%	+$10.6M	1.93%	14
2024 Q2	$9.43M	Buy	+55,000	New	+$8.72M	0.66%	46

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

General American Investors's GEV Position: Q2 2026 in Review

General American Investors reduced its GE Vernova (GEV) stake by 22% in Q2 2026, selling an estimated $20.4M and leaving 71,000 shares worth $83.4M. The position accounts for 4.94% of the portfolio, ranked #2.

General American Investors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

General American Investors held 71,000 shares of GE Vernova worth $83.4M as of Q2 2026.
General American Investors sold 20,000 GE Vernova shares in Q2 2026, an estimated $20.4M.
GE Vernova made up 4.94% of General American Investors's portfolio in Q2 2026, its #2 holding.
General American Investors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.