Kovitz Investment Group Partners
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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
Q2 		$1.43M Sell
1,214
-272
-18% -$278K 0.03% 268
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
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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's GEV Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its GE Vernova (GEV) stake by 18% in Q2 2026, selling an estimated $278K and leaving 1,214 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #268.

Kovitz Investment Group Partners first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.32M in Q3 2025. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Kovitz Investment Group Partners held 1,214 shares of GE Vernova worth $1.43M as of Q2 2026.
  • Kovitz Investment Group Partners sold 272 GE Vernova shares in Q2 2026, an estimated $278K.
  • GE Vernova made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #268 holding.
  • Kovitz Investment Group Partners first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's GE Vernova position peaked at $5.32M in Q3 2025.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.