RIG
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Renaissance Investment Group’s GE Vernova GEV Stock Holding History

Renaissance Investment Group’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 		$22.7M Sell
19,339
-1,167
-6% -$1.19M 4.47% 4
2026
Q1 		$17.9M Buy
20,506
+269
+1% +$210K 3.85% 5
2025
Q4 		$13.2M Buy
20,237
+1,166
+6% +$710K 2.66% 16
2025
Q3 		$11.7M Buy
19,071
+464
+2% +$281K 2.38% 22
2025
Q2 		$9.85M Buy
18,607
+16,816
+939% +$7M 2.14% 25
2025
Q1 		$547K Buy
+1,791
New +$625K 0.13% 57

Other funds holding GEV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Renaissance Investment Group's GEV Position: Q2 2026 in Review

Renaissance Investment Group reduced its GE Vernova (GEV) stake by 5.7% in Q2 2026, selling an estimated $1.19M and leaving 19,339 shares worth $22.7M. The position accounts for 4.47% of the portfolio, ranked #4.

Renaissance Investment Group first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 900 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Renaissance Investment Group held 19,339 shares of GE Vernova worth $22.7M as of Q2 2026.
  • Renaissance Investment Group sold 1,167 GE Vernova shares in Q2 2026, an estimated $1.19M.
  • GE Vernova made up 4.47% of Renaissance Investment Group's portfolio in Q2 2026, its #4 holding.
  • Renaissance Investment Group first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
  • 900 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.