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Polymer Capital Management’s GE Vernova GEV Stock Holding History

Polymer 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 		– Sell
-12,000
Closed -$10.5M – 1033
2026
Q1 		$10.5M Hold
12,000
– – 1.06% 9
2025
Q4 		$7.84M Buy
12,000
+6,000
+100% +$3.65M 0.82% 13
2025
Q3 		$3.69M Sell
6,000
-5,000
-45% -$3.03M 0.39% 54
2025
Q2 		$5.82M Sell
11,000
-15,500
-58% -$6.45M 0.69% 32
2025
Q1 		$8.09M Buy
+26,500
New +$9.24M 2.09% 2

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

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

Polymer Capital Management sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 3,440 shares — an estimated $3M sold.

Polymer Capital Management first reported a position in GEV in Q1 2025 and held it in 5 quarters. The position peaked at $4.43M in Q3 2025. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Polymer Capital Management reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 3,440 GE Vernova shares in Q2 2026, an estimated $3M.
  • Polymer Capital Management first reported a position in GE Vernova in Q1 2025 and held it in 5 quarters.
  • Polymer Capital Management's GE Vernova position peaked at $4.43M in Q3 2025.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.