Morgan Stanley
GEV icon

Morgan Stanley’s GE Vernova GEV Stock Holding History

Morgan Stanley’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 		$6.72B Sell
5,715,959
-653,764
-10% -$667M 0.36% 46
2026
Q1 		$5.56B Buy
6,369,723
+315,249
+5% +$246M 0.34% 46
2025
Q4 		$3.96B Buy
6,054,474
+685,466
+13% +$418M 0.24% 73
2025
Q3 		$3.3B Buy
5,369,008
+140,930
+3% +$85.4M 0.2% 87
2025
Q2 		$2.77B Buy
5,228,078
+1,056,713
+25% +$440M 0.18% 100
2025
Q1 		$1.27B Sell
4,171,365
-290,657
-7% -$101M 0.09% 199
2024
Q4 		$1.47B Buy
4,462,022
+706,618
+19% +$221M 0.1% 176
2024
Q3 		$958M Sell
3,755,404
-1,595,776
-30% -$306M 0.07% 263
2024
Q2 		$918M Buy
5,351,180
+5,222,934
+4,073% +$828M 0.07% 246
2024
Q1 		$17.5M Buy
+128,246
New +$17.2M ﹤0.01% 2842

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
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

Morgan Stanley's GEV Position: Q2 2026 in Review

Morgan Stanley reduced its GE Vernova (GEV) stake by 10% in Q2 2026, selling an estimated $667M and leaving 5,715,959 shares worth $6.72B. The position accounts for 0.36% of the portfolio, ranked #46.

Morgan Stanley first reported a position in GEV in Q1 2024 and has held it in 10 quarters since. 3,436 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Morgan Stanley held 5,715,959 shares of GE Vernova worth $6.72B as of Q2 2026.
  • Morgan Stanley sold 653,764 GE Vernova shares in Q2 2026, an estimated $667M.
  • GE Vernova made up 0.36% of Morgan Stanley's portfolio in Q2 2026, its #46 holding.
  • Morgan Stanley first reported a position in GE Vernova in Q1 2024 and has held it in 10 quarters since.
  • 3,436 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.