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Montgomery Investment Management’s GE Vernova GEV Stock Holding History

Montgomery Investment 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 		$645K Hold
549
– – 0.2% 70
2026
Q1 		$479K Hold
549
– – 0.16% 77
2025
Q4 		$359K Hold
549
– – 0.13% 83
2025
Q3 		$338K Hold
549
– – 0.12% 82
2025
Q2 		$291K Buy
+549
New +$229K 0.11% 84

Other funds holding GEV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Montgomery Investment Management's GEV Position: Q2 2026 in Review

Montgomery Investment Management held its GE Vernova (GEV) position steady in Q2 2026 at 549 shares worth $645K. The position accounts for 0.2% of the portfolio, ranked #70.

Montgomery Investment Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,131 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Montgomery Investment Management held 549 shares of GE Vernova worth $645K as of Q2 2026.
  • Montgomery Investment Management left its GE Vernova share count unchanged in Q2 2026.
  • GE Vernova made up 0.2% of Montgomery Investment Management's portfolio in Q2 2026, its #70 holding.
  • Montgomery Investment Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 1,131 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.