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Potrero Capital Research’s GE Vernova GEV Stock Holding History

Potrero Capital Research’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
Q1 		$7.93M Sell
9,085
-4,545
-33% -$3.55M 4.87% 10
2025
Q4 		$8.91M Sell
13,630
-2,500
-15% -$1.52M 3% 14
2025
Q3 		$9.92M Hold
16,130
– – 1.14% 18
2025
Q2 		$8.54M Sell
16,130
-5,000
-24% -$2.08M 2.07% 15
2025
Q1 		$6.45M Sell
21,130
-35,000
-62% -$12.2M 3.17% 16
2024
Q4 		$18.5M Sell
56,130
-45,200
-45% -$14.1M 6.18% 4
2024
Q3 		$25.8M Sell
101,330
-35,000
-26% -$6.72M 8.17% 1
2024
Q2 		$23.4M Buy
136,330
+102,844
+307% +$16.3M 9.97% 2
2024
Q1 		$4.58M Buy
+33,486
New +$4.49M 2.61% 16

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Potrero Capital Research's GEV Position: Q1 2026 in Review

Potrero Capital Research reduced its GE Vernova (GEV) stake by 33% in Q1 2026, selling an estimated $3.55M and leaving 9,085 shares worth $7.93M. The position accounts for 4.87% of the portfolio, ranked #10.

Potrero Capital Research first reported a position in GEV in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.8M in Q3 2024. 3,120 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Potrero Capital Research held 9,085 shares of GE Vernova worth $7.93M as of Q1 2026.
  • Potrero Capital Research sold 4,545 GE Vernova shares in Q1 2026, an estimated $3.55M.
  • GE Vernova made up 4.87% of Potrero Capital Research's portfolio in Q1 2026, its #10 holding.
  • Potrero Capital Research first reported a position in GE Vernova in Q1 2024 and has held it in 9 quarters since.
  • Potrero Capital Research's GE Vernova position peaked at $25.8M in Q3 2024.
  • 3,120 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Potrero Capital Research's 13F filing for Q1 2026, filed 15 May 2026.