Griffin Asset Management’s GE Vernova GEV Stock Holding History

Griffin Asset 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	$8.6M	Sell	7,320 -2,698	-27%	-$2.75M	0.91%	35
2026 Q1	$8.74M	Sell	10,018 -189	-2%	-$147K	0.99%	36
2025 Q4	$6.67M	Sell	10,207 -105	-1%	-$64K	0.72%	43
2025 Q3	$6.34M	Sell	10,312 -113	-1%	-$68.5K	0.71%	41
2025 Q2	$5.52M	Buy	10,425 +1	+0%	+$416	0.65%	45
2025 Q1	$3.18M	Buy	10,424 +1,319	+14%	+$460K	0.39%	73
2024 Q4	$2.99M	Sell	9,105 -960	-10%	-$300K	0.35%	74
2024 Q3	$2.57M	Buy	10,065 +4,940	+96%	+$949K	0.29%	85
2024 Q2	$879K	Buy	+5,125	New	+$812K	0.1%	137

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Griffin Asset Management's GEV Position: Q2 2026 in Review

Griffin Asset Management reduced its GE Vernova (GEV) stake by 27% in Q2 2026, selling an estimated $2.75M and leaving 7,320 shares worth $8.6M. The position accounts for 0.91% of the portfolio, ranked #35.

Griffin Asset Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.74M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Griffin Asset Management held 7,320 shares of GE Vernova worth $8.6M as of Q2 2026.
Griffin Asset Management sold 2,698 GE Vernova shares in Q2 2026, an estimated $2.75M.
GE Vernova made up 0.91% of Griffin Asset Management's portfolio in Q2 2026, its #35 holding.
Griffin Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
Griffin Asset Management's GE Vernova position peaked at $8.74M in Q1 2026.
1,010 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.