New England Research & Management’s GE Vernova GEV Stock Holding History

New England Research & 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	$7.63M	Buy	6,497 +1,177	+22%	+$1.2M	2.97%	5
2026 Q1	$4.64M	Sell	5,320 -1,388	-21%	-$1.08M	1.96%	11
2025 Q4	$4.38M	Buy	6,708 +2,798	+72%	+$1.7M	1.92%	10
2025 Q3	$2.4M	Buy	3,910 +3,200	+451%	+$1.94M	1.1%	25
2025 Q2	$376K	Sell	710 -3,995	-85%	-$1.66M	0.18%	120
2025 Q1	$1.44M	Buy	4,705 +3,980	+549%	+$1.39M	0.73%	46
2024 Q4	$238K	Buy	+725	New	+$227K	0.12%	134

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New England Research & Management's GEV Position: Q2 2026 in Review

New England Research & Management increased its GE Vernova (GEV) stake by 22% in Q2 2026, buying an estimated $1.2M and bringing the position to 6,497 shares worth $7.63M. The position accounts for 2.97% of the portfolio, ranked #5.

New England Research & Management first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

New England Research & Management held 6,497 shares of GE Vernova worth $7.63M as of Q2 2026.
New England Research & Management bought 1,177 GE Vernova shares in Q2 2026, an estimated $1.2M.
GE Vernova made up 2.97% of New England Research & Management's portfolio in Q2 2026, its #5 holding.
New England Research & Management first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.