Kovitz Investment Group Partners’s GE Vernova GEV Stock Holding History

Kovitz Investment Group Partners’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	$1.3M	Buy	1,486 +503	+51%	+$392K	0.03%	284
2025 Q4	$643K	Sell	983 -7,662	-89%	-$4.67M	0.01%	370
2025 Q3	$5.32M	Buy	8,645 +703	+9%	+$426K	0.02%	459
2025 Q2	$4.2M	Buy	7,942 +772	+11%	+$321K	0.02%	474
2025 Q1	$2.19M	Buy	7,170 +571	+9%	+$199K	0.01%	564
2024 Q4	$2.17M	Buy	6,599 +449	+7%	+$140K	0.01%	557
2024 Q3	$299K	Buy	+6,150	New	+$1.18M	﹤0.01%	873

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's GEV Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its GE Vernova (GEV) stake by 51% in Q1 2026, buying an estimated $392K and bringing the position to 1,486 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #284.

Kovitz Investment Group Partners first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q3 2025. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Kovitz Investment Group Partners held 1,486 shares of GE Vernova worth $1.3M as of Q1 2026.
Kovitz Investment Group Partners bought 503 GE Vernova shares in Q1 2026, an estimated $392K.
GE Vernova made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #284 holding.
Kovitz Investment Group Partners first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's GE Vernova position peaked at $5.32M in Q3 2025.
3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.