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 Q2	$1.68M	Hold	1,426	–	–	0.49%	24
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Muhlenkamp & Co's GEV Position: Q2 2026 in Review

Muhlenkamp & Co held its GE Vernova (GEV) position steady in Q2 2026 at 1,426 shares worth $1.68M. The position accounts for 0.49% of the portfolio, ranked #24.

Muhlenkamp & Co first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Muhlenkamp & Co held 1,426 shares of GE Vernova worth $1.68M as of Q2 2026.
Muhlenkamp & Co left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.49% of Muhlenkamp & Co's portfolio in Q2 2026, its #24 holding.
Muhlenkamp & Co first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.