London & Capital Asset Management’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$547M Buy
465,513
+4,342
+0.9% +$4.43M 5.01% 4
2026
Q1
$403M Sell
461,171
-18,488
-4% -$14.4M 4.38% 7
2025
Q4
$314M Buy
479,659
+407,686
+566% +$248M 3.24% 16
2025
Q3
$44.3M Buy
71,973
+16,032
+29% +$9.71M 3.16% 11
2025
Q2
$29.6M Buy
55,941
+40,126
+254% +$16.7M 2.24% 18
2025
Q1
$4.83M Buy
+15,815
New +$5.51M 0.41% 44

Other funds holding GEV

London & Capital Asset Management's GEV Position: Q2 2026 in Review

London & Capital Asset Management increased its GE Vernova (GEV) stake by 0.94% in Q2 2026, buying an estimated $4.43M and bringing the position to 465,513 shares worth $547M. The position accounts for 5.01% of the portfolio, ranked #4.

London & Capital Asset Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,446 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • London & Capital Asset Management held 465,513 shares of GE Vernova worth $547M as of Q2 2026.
  • London & Capital Asset Management bought 4,342 GE Vernova shares in Q2 2026, an estimated $4.43M.
  • GE Vernova made up 5.01% of London & Capital Asset Management's portfolio in Q2 2026, its #4 holding.
  • London & Capital Asset Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 3,446 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.