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O'Shaughnessy Asset Management’s GE Vernova GEV Stock Holding History

O'Shaughnessy 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 		$68.6M Sell
58,385
-7,734
-12% -$7.89M 0.32% 62
2026
Q1 		$57.7M Buy
66,119
+13,876
+27% +$10.8M 0.29% 66
2025
Q4 		$34.1M Buy
52,243
+3,394
+7% +$2.07M 0.19% 113
2025
Q3 		$30M Buy
48,849
+1,360
+3% +$824K 0.18% 121
2025
Q2 		$25.1M Buy
47,489
+12,504
+36% +$5.21M 0.17% 129
2025
Q1 		$10.7M Buy
34,985
+6,275
+22% +$2.19M 0.09% 265
2024
Q4 		$9.44M Buy
28,710
+3,026
+12% +$946K 0.08% 261
2024
Q3 		$6.92M Buy
25,684
+706
+3% +$136K 0.06% 323
2024
Q2 		$4.28M Buy
+24,978
New +$3.96M 0.04% 401

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

O'Shaughnessy Asset Management's GEV Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its GE Vernova (GEV) stake by 12% in Q2 2026, selling an estimated $7.89M and leaving 58,385 shares worth $68.6M. The position accounts for 0.32% of the portfolio, ranked #62.

O'Shaughnessy Asset Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • O'Shaughnessy Asset Management held 58,385 shares of GE Vernova worth $68.6M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 7,734 GE Vernova shares in Q2 2026, an estimated $7.89M.
  • GE Vernova made up 0.32% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #62 holding.
  • O'Shaughnessy Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.