KAM
GEV icon

Knightsbridge Asset Management’s GE Vernova GEV Stock Holding History

Knightsbridge Asset 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
Q1 		$879K Buy
1,007
+234
+30% +$183K 0.12% 91
2025
Q4 		$505K Buy
773
+249
+48% +$152K 0.08% 111
2025
Q3 		$322K Buy
524
+62
+13% +$37.6K 0.05% 126
2025
Q2 		$244K Buy
+462
New +$192K 0.05% 138

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Knightsbridge Asset Management's GEV Position: Q1 2026 in Review

Knightsbridge Asset Management increased its GE Vernova (GEV) stake by 30% in Q1 2026, buying an estimated $183K and bringing the position to 1,007 shares worth $879K. The position accounts for 0.12% of the portfolio, ranked #91.

Knightsbridge Asset Management first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Knightsbridge Asset Management held 1,007 shares of GE Vernova worth $879K as of Q1 2026.
  • Knightsbridge Asset Management bought 234 GE Vernova shares in Q1 2026, an estimated $183K.
  • GE Vernova made up 0.12% of Knightsbridge Asset Management's portfolio in Q1 2026, its #91 holding.
  • Knightsbridge Asset Management first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.