OP Asset Management’s GE Vernova GEV Stock Holding History

OP Asset 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	$62.2M	Buy	52,962 +25,155	+90%	+$25.7M	0.66%	28
2026 Q1	$24.3M	Sell	27,807 -3,040	-10%	-$2.37M	0.21%	66
2025 Q4	$20.2M	Buy	30,847 +866	+3%	+$527K	0.25%	70
2025 Q3	$18.4M	Sell	29,981 -531	-2%	-$322K	0.24%	70
2025 Q2	$16.1M	Sell	30,512 -1,253	-4%	-$522K	0.24%	75
2025 Q1	$9.7M	Buy	+31,765	New	+$11.1M	0.16%	108

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 $3.38T AUM 44.17% 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

OP Asset Management's GEV Position: Q2 2026 in Review

OP Asset Management increased its GE Vernova (GEV) stake by 90% in Q2 2026, buying an estimated $25.7M and bringing the position to 52,962 shares worth $62.2M. The position accounts for 0.66% of the portfolio, ranked #28.

OP Asset Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

OP Asset Management held 52,962 shares of GE Vernova worth $62.2M as of Q2 2026.
OP Asset Management bought 25,155 GE Vernova shares in Q2 2026, an estimated $25.7M.
GE Vernova made up 0.66% of OP Asset Management's portfolio in Q2 2026, its #28 holding.
OP Asset Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.