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Longbow Finance’s GE Vernova GEV Stock Holding History

Longbow Finance’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 		$5.11M Sell
5,856
-1,138
-16% -$888K 0.93% 39
2025
Q4 		$4.57M Sell
6,994
-2,461
-26% -$1.5M 0.77% 50
2025
Q3 		$5.81M Sell
9,455
-4,088
-30% -$2.48M 0.57% 62
2025
Q2 		$7.17M Buy
13,543
+2,327
+21% +$969K 0.76% 49
2025
Q1 		$3.42M Sell
11,216
-16,035
-59% -$5.59M 0.41% 68
2024
Q4 		$8.96M Buy
+27,251
New +$8.52M 0.98% 31

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

Longbow Finance's GEV Position: Q1 2026 in Review

Longbow Finance reduced its GE Vernova (GEV) stake by 16% in Q1 2026, selling an estimated $888K and leaving 5,856 shares worth $5.11M. The position accounts for 0.93% of the portfolio, ranked #39.

Longbow Finance first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.96M in Q4 2024. 3,119 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Longbow Finance held 5,856 shares of GE Vernova worth $5.11M as of Q1 2026.
  • Longbow Finance sold 1,138 GE Vernova shares in Q1 2026, an estimated $888K.
  • GE Vernova made up 0.93% of Longbow Finance's portfolio in Q1 2026, its #39 holding.
  • Longbow Finance first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • Longbow Finance's GE Vernova position peaked at $8.96M in Q4 2024.
  • 3,119 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.