Polen Capital Management’s GE Vernova GEV Stock Holding History

Polen 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	$231M	Buy	+196,612	New	+$201M	1.99%	20

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Polen Capital Management opened a new position in GE Vernova (GEV) in Q2 2026: 196,612 shares worth $231M. The stake represents 1.99% of the portfolio and ranks #20 among its holdings.

2,324 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Polen Capital Management held 196,612 shares of GE Vernova worth $231M as of Q2 2026.
GE Vernova was a new Polen Capital Management position in Q2 2026.
GE Vernova made up 1.99% of Polen Capital Management's portfolio in Q2 2026, its #20 holding.
2,324 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.