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Roundview Capital’s GE Vernova GEV Stock Holding History

Roundview Capital’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 		$4.12M Buy
3,511
+1,458
+71% +$1.49M 0.23% 97
2026
Q1 		$1.79M Buy
2,053
+1,409
+219% +$1.1M 0.11% 161
2025
Q4 		$421K Buy
644
+1
+0.2% +$609 0.03% 272
2025
Q3 		$395K Hold
643
– – 0.03% 279
2025
Q2 		$340K Sell
643
-32
-5% -$13.3K 0.02% 282
2025
Q1 		$206K Hold
675
– – 0.01% 311
2024
Q4 		$222K Buy
+675
New +$211K 0.02% 315

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

Roundview Capital's GEV Position: Q2 2026 in Review

Roundview Capital increased its GE Vernova (GEV) stake by 71% in Q2 2026, buying an estimated $1.49M and bringing the position to 3,511 shares worth $4.12M. The position accounts for 0.23% of the portfolio, ranked #97.

Roundview Capital first reported a position in GEV in Q4 2024 and has held it in 7 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Roundview Capital held 3,511 shares of GE Vernova worth $4.12M as of Q2 2026.
  • Roundview Capital bought 1,458 GE Vernova shares in Q2 2026, an estimated $1.49M.
  • GE Vernova made up 0.23% of Roundview Capital's portfolio in Q2 2026, its #97 holding.
  • Roundview Capital first reported a position in GE Vernova in Q4 2024 and has held it in 7 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.