GIM
VRT icon

Generate Investment Management’s Vertiv VRT Stock Holding History

Generate Investment Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.3M Buy
135,301
+106,760
+374% +$33.9M 1.86% 12
2026
Q1 		$7.15M Buy
+28,541
New +$6.34M 0.35% 49
2025
Q3 		– Sell
-127,508
Closed -$16.4M – 99
2025
Q2 		$16.4M Buy
127,508
+32,612
+34% +$3.17M 0.91% 36
2025
Q1 		$6.85M Sell
94,896
-62,023
-40% -$6.6M 0.48% 59
2024
Q4 		$17.8M Sell
156,919
-441,453
-74% -$52.4M 1.25% 26
2024
Q3 		$59.5M Buy
598,372
+385,251
+181% +$31.9M 3.98% 6
2024
Q2 		$18.4M Buy
+213,121
New +$19.4M 1.08% 26

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Generate Investment Management's VRT Position: Q2 2026 in Review

Generate Investment Management increased its Vertiv (VRT) stake by 374% in Q2 2026, buying an estimated $33.9M and bringing the position to 135,301 shares worth $45.3M. The position accounts for 1.86% of the portfolio, ranked #12.

Generate Investment Management first reported a position in VRT in Q2 2024 and has held it in 7 quarters since. The position peaked at $59.5M in Q3 2024. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Generate Investment Management held 135,301 shares of Vertiv worth $45.3M as of Q2 2026.
  • Generate Investment Management bought 106,760 Vertiv shares in Q2 2026, an estimated $33.9M.
  • Vertiv made up 1.86% of Generate Investment Management's portfolio in Q2 2026, its #12 holding.
  • Generate Investment Management first reported a position in Vertiv in Q2 2024 and has held it in 7 quarters since.
  • Generate Investment Management's Vertiv position peaked at $59.5M in Q3 2024.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.