Osbon Capital Management’s GE Vernova GEV Stock Holding History

Osbon Capital 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	$167K	Hold	142	–	–	0.13%	81
2026 Q1	$124K	Buy	142 +37	+35%	+$28.9K	0.1%	97
2025 Q4	$68.6K	Buy	+105	New	+$64K	0.06%	100

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

Osbon Capital Management's GEV Position: Q2 2026 in Review

Osbon Capital Management held its GE Vernova (GEV) position steady in Q2 2026 at 142 shares worth $167K. The position accounts for 0.13% of the portfolio, ranked #81.

Osbon Capital Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Osbon Capital Management held 142 shares of GE Vernova worth $167K as of Q2 2026.
Osbon Capital Management left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.13% of Osbon Capital Management's portfolio in Q2 2026, its #81 holding.
Osbon Capital Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.