Muhlenkamp & Co’s GE Vernova GEV Stock Holding History

Muhlenkamp & Co’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 Q1	$1.24M	Hold	1,426	–	–	0.33%	26
2025 Q4	$932K	Hold	1,426	–	–	0.25%	26
2025 Q3	$877K	Buy	+1,426	New	+$864K	0.24%	27

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Muhlenkamp & Co's GEV Position: Q1 2026 in Review

Muhlenkamp & Co held its GE Vernova (GEV) position steady in Q1 2026 at 1,426 shares worth $1.24M. The position accounts for 0.33% of the portfolio, ranked #26.

Muhlenkamp & Co first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Muhlenkamp & Co held 1,426 shares of GE Vernova worth $1.24M as of Q1 2026.
Muhlenkamp & Co left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up 0.33% of Muhlenkamp & Co's portfolio in Q1 2026, its #26 holding.
Muhlenkamp & Co first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Muhlenkamp & Co's 13F filing for Q1 2026, filed 6 May 2026.