Jacobi Capital Management’s GE Vernova GEV Stock Holding History

Jacobi Capital 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	$1.47M	Sell	1,251 -393	-24%	-$401K	0.07%	242
2026 Q1	$1.44M	Buy	1,644 +441	+37%	+$344K	0.08%	232
2025 Q4	$786K	Sell	1,203 -583	-33%	-$355K	0.05%	320
2025 Q3	$1.1M	Buy	1,786 +600	+51%	+$363K	0.07%	263
2025 Q2	$628K	Sell	1,186 -65	-5%	-$27.1K	0.04%	333
2025 Q1	$382K	Hold	1,251	–	–	0.03%	427
2024 Q4	$411K	Sell	1,251 -113	-8%	-$35.3K	0.03%	389
2024 Q3	$348K	Sell	1,364 -40	-3%	-$7.68K	0.03%	427
2024 Q2	$241K	Buy	+1,404	New	+$222K	0.02%	461

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

Jacobi Capital Management's GEV Position: Q2 2026 in Review

Jacobi Capital Management reduced its GE Vernova (GEV) stake by 24% in Q2 2026, selling an estimated $401K and leaving 1,251 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #242.

Jacobi Capital Management 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.

Jacobi Capital Management held 1,251 shares of GE Vernova worth $1.47M as of Q2 2026.
Jacobi Capital Management sold 393 GE Vernova shares in Q2 2026, an estimated $401K.
GE Vernova made up 0.07% of Jacobi Capital Management's portfolio in Q2 2026, its #242 holding.
Jacobi Capital Management 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 Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.