Grimes & Company’s GE Vernova GEV Stock Holding History

Grimes & Company’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	$6.64M	Buy	5,656 +305	+6%	+$311K	0.14%	101
2026 Q1	$4.67M	Buy	5,351 +211	+4%	+$165K	0.13%	116
2025 Q4	$3.36M	Buy	5,140 +430	+9%	+$262K	0.08%	144
2025 Q3	$2.9M	Buy	4,710 +1,197	+34%	+$725K	0.07%	154
2025 Q2	$1.86M	Buy	3,513 +35	+1%	+$14.6K	0.05%	168
2025 Q1	$1.06M	Sell	3,478 -10	-0.3%	-$3.49K	0.03%	183
2024 Q4	$1.15M	Sell	3,488 -337	-9%	-$105K	0.03%	187
2024 Q3	$975K	Buy	3,825 +285	+8%	+$54.7K	0.03%	184
2024 Q2	$607K	Buy	+3,540	New	+$561K	0.02%	207

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

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

Grimes & Company's GEV Position: Q2 2026 in Review

Grimes & Company increased its GE Vernova (GEV) stake by 5.7% in Q2 2026, buying an estimated $311K and bringing the position to 5,656 shares worth $6.64M. The position accounts for 0.14% of the portfolio, ranked #101.

Grimes & Company first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Grimes & Company held 5,656 shares of GE Vernova worth $6.64M as of Q2 2026.
Grimes & Company bought 305 GE Vernova shares in Q2 2026, an estimated $311K.
GE Vernova made up 0.14% of Grimes & Company's portfolio in Q2 2026, its #101 holding.
Grimes & Company first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.