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Marietta Investment Partners’s GE Vernova GEV Stock Holding History

Marietta Investment 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 		$14.3M Sell
12,206
-35
-0.3% -$35.7K 2.47% 8
2026
Q1 		$10.7M Sell
12,241
-2,248
-16% -$1.75M 2.14% 9
2025
Q4 		$9.47M Buy
14,489
+2,920
+25% +$1.78M 1.88% 11
2025
Q3 		$7.11M Buy
11,569
+1,041
+10% +$631K 1.37% 22
2025
Q2 		$5.57M Sell
10,528
-113
-1% -$47K 1.22% 27
2025
Q1 		$3.25M Sell
10,641
-2,565
-19% -$894K 0.78% 38
2024
Q4 		$4.34M Buy
+13,206
New +$4.13M 0.96% 32

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marietta Investment Partners's GEV Position: Q2 2026 in Review

Marietta Investment Partners reduced its GE Vernova (GEV) stake by 0.29% in Q2 2026, selling an estimated $35.7K and leaving 12,206 shares worth $14.3M. The position accounts for 2.47% of the portfolio, ranked #8.

Marietta Investment Partners first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,080 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Marietta Investment Partners held 12,206 shares of GE Vernova worth $14.3M as of Q2 2026.
  • Marietta Investment Partners sold 35 GE Vernova shares in Q2 2026, an estimated $35.7K.
  • GE Vernova made up 2.47% of Marietta Investment Partners's portfolio in Q2 2026, its #8 holding.
  • Marietta Investment Partners first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,080 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

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