Klingman & Associates’s GE Vernova GEV Stock Holding History

Klingman & Associates’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 Q3	$2.82M	Buy	2,971 +363	+14%	+$360K	0.12%	75
2026 Q2	$3.06M	Buy	2,608 +61	+2%	+$62.3K	0.13%	70
2026 Q1	$2.22M	Buy	2,547 +95	+4%	+$74.1K	0.11%	79
2025 Q4	$1.6M	Buy	2,452 +107	+5%	+$65.2K	0.08%	97
2025 Q3	$1.44M	Buy	2,345 +72	+3%	+$43.6K	0.07%	99
2025 Q2	$1.2M	Buy	2,273 +172	+8%	+$71.6K	0.07%	105
2025 Q1	$641K	Buy	2,101 +7	+0.3%	+$2.44K	0.04%	133
2024 Q4	$689K	Hold	2,094	–	–	0.04%	122
2024 Q3	$534K	Sell	2,094 -15	-0.7%	-$2.88K	0.03%	153
2024 Q2	$362K	Buy	+2,109	New	+$334K	0.02%	173

Other funds holding GEV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Klingman & Associates's GEV Position: Q3 2026 in Review

Klingman & Associates increased its GE Vernova (GEV) stake by 14% in Q3 2026, buying an estimated $360K and bringing the position to 2,971 shares worth $2.82M. The position accounts for 0.12% of the portfolio, ranked #75.

Klingman & Associates first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.06M in Q2 2026. 2,056 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Klingman & Associates held 2,971 shares of GE Vernova worth $2.82M as of Q3 2026.
Klingman & Associates bought 363 GE Vernova shares in Q3 2026, an estimated $360K.
GE Vernova made up 0.12% of Klingman & Associates's portfolio in Q3 2026, its #75 holding.
Klingman & Associates first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Klingman & Associates's GE Vernova position peaked at $3.06M in Q2 2026.
2,056 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.