JY
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Jeff Yass’s GE Vernova GEV Stock Holding History

Jeff Yass’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 		$2.71B Buy
2,308,900
+435,700
+23% +$445M 0.21% 80
2026
Q1 		$1.64B Buy
1,873,200
+51,300
+3% +$40M 0.18% 90
2025
Q4 		$1.19B Buy
1,821,900
+137,400
+8% +$83.7M 0.14% 108
2025
Q3 		$1.04B Buy
1,684,500
+155,700
+10% +$94.3M 0.12% 129
2025
Q2 		$809M Sell
1,528,800
-240,500
-14% -$100M 0.11% 143
2025
Q1 		$540M Buy
1,769,300
+699,600
+65% +$244M 0.09% 163
2024
Q4 		$352M Sell
1,069,700
-186,200
-15% -$58.2M 0.05% 271
2024
Q3 		$320M Buy
1,255,900
+755,100
+151% +$145M 0.06% 276
2024
Q2 		$85.9M Buy
+500,800
New +$79.4M 0.02% 672

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

Jeff Yass's GEV Position: Q2 2026 in Review

Jeff Yass reduced its GE Vernova (GEV) stake by 71% in Q2 2026, selling an estimated $109M and leaving 44,587 shares worth $52.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Jeff Yass first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $201M in Q3 2025. 3,427 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Jeff Yass held 44,587 shares of GE Vernova worth $52.4M as of Q2 2026.
  • Jeff Yass sold 107,103 GE Vernova shares in Q2 2026, an estimated $109M.
  • GE Vernova made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1463 holding.
  • Jeff Yass first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Jeff Yass's GE Vernova position peaked at $201M in Q3 2025.
  • 3,427 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.