Oak Thistle LLC’s GE Vernova GEV Stock Holding History

Oak Thistle LLC’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	–	Sell	-936	Closed	-$817K	–	657
2026 Q1	$817K	Sell	936 -1,457	-61%	-$1.14M	0.08%	359
2025 Q4	$1.56M	Buy	+2,393	New	+$1.46M	0.22%	184
2025 Q3	–	Sell	-2,409	Closed	-$1.27M	–	658
2025 Q2	$1.27M	Buy	+2,409	New	+$1M	0.19%	212
2025 Q1	–	Sell	-1,209	Closed	-$398K	–	586
2024 Q4	$398K	Buy	+1,209	New	+$378K	0.12%	289

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

Oak Thistle LLC's GEV Position: Q2 2026 in Review

Oak Thistle LLC sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 936 shares — an estimated $817K sold.

Oak Thistle LLC first reported a position in GEV in Q4 2024 and held it in 4 quarters. The position peaked at $1.56M in Q4 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Oak Thistle LLC reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 936 GE Vernova shares in Q2 2026, an estimated $817K.
Oak Thistle LLC first reported a position in GE Vernova in Q4 2024 and held it in 4 quarters.
Oak Thistle LLC's GE Vernova position peaked at $1.56M in Q4 2025.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.