Goldman Sachs
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Goldman Sachs’s GE Vernova GEV Stock Holding History

Goldman Sachs’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 		$148M Buy
169,300
+36,400
+27% +$28.4M 0.02% 830
2025
Q4 		$86.9M Buy
132,900
+124,600
+1,501% +$75.9M 0.01% 1091
2025
Q3 		$5.1M Sell
8,300
-17,700
-68% -$10.7M ﹤0.01% 3629
2025
Q2 		$13.8M Sell
26,000
-59,500
-70% -$24.8M ﹤0.01% 2468
2025
Q1 		$26.1M Buy
85,500
+56,500
+195% +$19.7M ﹤0.01% 1766
2024
Q4 		$9.54M Sell
29,000
-189,300
-87% -$59.2M ﹤0.01% 2845
2024
Q3 		$55.7M Buy
218,300
+207,300
+1,885% +$39.8M 0.01% 1166
2024
Q2 		$1.89M Buy
+11,000
New +$1.74M ﹤0.01% 3965

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs's GEV Position: Q1 2026 in Review

Goldman Sachs reduced its GE Vernova (GEV) stake by 16% in Q1 2026, selling an estimated $299M and leaving 2,072,619 shares worth $1.81B. The position accounts for 0.21% of the portfolio, ranked #78.

Goldman Sachs first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Goldman Sachs held 2,072,619 shares of GE Vernova worth $1.81B as of Q1 2026.
  • Goldman Sachs sold 382,627 GE Vernova shares in Q1 2026, an estimated $299M.
  • GE Vernova made up 0.21% of Goldman Sachs's portfolio in Q1 2026, its #78 holding.
  • Goldman Sachs first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.