MP
GEV icon

Munro Partners’s GE Vernova GEV Stock Holding History

Munro Partners’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 		$256M Sell
217,873
-42,060
-16% -$42.9M 5.64% 2
2026
Q1 		$227M Sell
259,933
-70,405
-21% -$54.9M 7.69% 2
2025
Q4 		$216M Buy
330,338
+174,795
+112% +$106M 5.61% 2
2025
Q3 		$95.6M Sell
155,543
-27,345
-15% -$16.6M 2.59% 16
2025
Q2 		$96.8M Sell
182,888
-112,263
-38% -$46.7M 3.01% 11
2025
Q1 		$90.1M Sell
295,151
-42,464
-13% -$14.8M 4.22% 7
2024
Q4 		$111M Sell
337,615
-158,130
-32% -$49.4M 3.69% 7
2024
Q3 		$126M Sell
495,745
-51,880
-9% -$9.96M 4.6% 5
2024
Q2 		$93.9M Buy
+547,625
New +$86.8M 3.48% 9

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Munro Partners's GEV Position: Q2 2026 in Review

Munro Partners reduced its GE Vernova (GEV) stake by 16% in Q2 2026, selling an estimated $42.9M and leaving 217,873 shares worth $256M. The position accounts for 5.64% of the portfolio, ranked #2.

Munro Partners first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Munro Partners held 217,873 shares of GE Vernova worth $256M as of Q2 2026.
  • Munro Partners sold 42,060 GE Vernova shares in Q2 2026, an estimated $42.9M.
  • GE Vernova made up 5.64% of Munro Partners's portfolio in Q2 2026, its #2 holding.
  • Munro Partners first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.