Monarch Capital Management’s GE Vernova GEV Stock Holding History

Monarch Capital Management’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	$2.01M	Sell	1,710 -111	-6%	-$113K	0.46%	61
2026 Q1	$1.59M	Sell	1,821 -78	-4%	-$60.9K	0.39%	66
2025 Q4	$1.24M	Sell	1,899 -68	-3%	-$41.4K	0.31%	70
2025 Q3	$1.21M	Buy	1,967 +25	+1%	+$15.1K	0.3%	68
2025 Q2	$1.03M	Sell	1,942 -176	-8%	-$73.3K	0.28%	68
2025 Q1	$647K	Sell	2,118 -53	-2%	-$18.5K	0.18%	84
2024 Q4	$715K	Sell	2,171 -68	-3%	-$21.3K	0.2%	78
2024 Q3	$571K	Sell	2,239 -292	-12%	-$56.1K	0.15%	84
2024 Q2	$434K	Buy	+2,531	New	+$401K	0.13%	93

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

Monarch Capital Management's GEV Position: Q2 2026 in Review

Monarch Capital Management reduced its GE Vernova (GEV) stake by 6.1% in Q2 2026, selling an estimated $113K and leaving 1,710 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #61.

Monarch Capital Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Monarch Capital Management held 1,710 shares of GE Vernova worth $2.01M as of Q2 2026.
Monarch Capital Management sold 111 GE Vernova shares in Q2 2026, an estimated $113K.
GE Vernova made up 0.46% of Monarch Capital Management's portfolio in Q2 2026, its #61 holding.
Monarch Capital Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.