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Herbst Group’s GE Vernova GEV Stock Holding History

Herbst Group’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 		$5.93M Sell
5,050
-900
-15% -$919K 3.23% 4
2026
Q1 		$5.19M Sell
5,950
-950
-14% -$741K 3.21% 6
2025
Q4 		$4.51M Sell
6,900
-3,916
-36% -$2.39M 2.65% 12
2025
Q3 		$6.65M Sell
10,816
-3,570
-25% -$2.16M 4.13% 3
2025
Q2 		$7.61M Buy
14,386
+564
+4% +$235K 4.56% 2
2025
Q1 		$4.22M Buy
13,822
+5,757
+71% +$2.01M 2.99% 14
2024
Q4 		$2.65M Buy
+8,065
New +$2.52M 1.65% 30

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Herbst Group's GEV Position: Q2 2026 in Review

Herbst Group reduced its GE Vernova (GEV) stake by 15% in Q2 2026, selling an estimated $919K and leaving 5,050 shares worth $5.93M. The position accounts for 3.23% of the portfolio, ranked #4.

Herbst Group first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.61M in Q2 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Herbst Group held 5,050 shares of GE Vernova worth $5.93M as of Q2 2026.
  • Herbst Group sold 900 GE Vernova shares in Q2 2026, an estimated $919K.
  • GE Vernova made up 3.23% of Herbst Group's portfolio in Q2 2026, its #4 holding.
  • Herbst Group first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • Herbst Group's GE Vernova position peaked at $7.61M in Q2 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.