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Rothschild Investment LLC’s GE Vernova GEV Stock Holding History

Rothschild Investment LLC’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 		$5.78M Buy
4,919
+2,056
+72% +$2.1M 0.22% 95
2026
Q1 		$2.5M Buy
2,863
+561
+24% +$438K 0.13% 145
2025
Q4 		$1.5M Buy
2,302
+4
+0.2% +$2.44K 0.08% 190
2025
Q3 		$1.41M Buy
2,298
+199
+9% +$121K 0.08% 189
2025
Q2 		$1.11M Buy
2,099
+134
+7% +$55.8K 0.07% 209
2025
Q1 		$600K Buy
1,965
+33
+2% +$11.5K 0.04% 299
2024
Q4 		$635K Buy
1,932
+53
+3% +$16.6K 0.04% 301
2024
Q3 		$479K Sell
1,879
-80
-4% -$15.4K 0.03% 355
2024
Q2 		$336K Buy
+1,959
New +$310K 0.02% 402

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Rothschild Investment LLC's GEV Position: Q2 2026 in Review

Rothschild Investment LLC increased its GE Vernova (GEV) stake by 72% in Q2 2026, buying an estimated $2.1M and bringing the position to 4,919 shares worth $5.78M. The position accounts for 0.22% of the portfolio, ranked #95.

Rothschild Investment LLC first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 2,024 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Rothschild Investment LLC held 4,919 shares of GE Vernova worth $5.78M as of Q2 2026.
  • Rothschild Investment LLC bought 2,056 GE Vernova shares in Q2 2026, an estimated $2.1M.
  • GE Vernova made up 0.22% of Rothschild Investment LLC's portfolio in Q2 2026, its #95 holding.
  • Rothschild Investment LLC first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 2,024 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.