Main Street Research’s GE Vernova GEV Stock Holding History

Main Street Research’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	$59.7M	Buy	50,802 +110	+0.2%	+$112K	2.82%	15
2026 Q1	$44.2M	Buy	50,692 +1,531	+3%	+$1.19M	2.57%	16
2025 Q4	$32.1M	Buy	49,161 +520	+1%	+$317K	1.84%	28
2025 Q3	$29.9M	Buy	48,641 +21,037	+76%	+$12.7M	1.62%	31
2025 Q2	$14.6M	Sell	27,604 -16,929	-38%	-$7.05M	0.91%	34
2025 Q1	$13.6M	Buy	+44,533	New	+$15.5M	0.89%	34

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Main Street Research's GEV Position: Q2 2026 in Review

Main Street Research increased its GE Vernova (GEV) stake by 0.22% in Q2 2026, buying an estimated $112K and bringing the position to 50,802 shares worth $59.7M. The position accounts for 2.82% of the portfolio, ranked #15.

Main Street Research first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 1,506 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Main Street Research held 50,802 shares of GE Vernova worth $59.7M as of Q2 2026.
Main Street Research bought 110 GE Vernova shares in Q2 2026, an estimated $112K.
GE Vernova made up 2.82% of Main Street Research's portfolio in Q2 2026, its #15 holding.
Main Street Research first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
1,506 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.