S&CO Inc’s GE Vernova GEV Stock Holding History

S&CO Inc’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	$10.7M	Sell	12,241 -835	-6%	-$651K	0.66%	38
2025 Q4	$8.55M	Sell	13,076 -83	-0.6%	-$50.6K	0.53%	45
2025 Q3	$8.09M	Sell	13,159 -1,700	-11%	-$1.03M	0.5%	49
2025 Q2	$7.86M	Sell	14,859 -12	-0.1%	-$5K	0.5%	49
2025 Q1	$4.54M	Hold	14,871	–	–	0.3%	72
2024 Q4	$4.89M	Hold	14,871	–	–	0.33%	67
2024 Q3	$3.79M	Sell	14,871 -584	-4%	-$112K	0.25%	83
2024 Q2	$2.65M	Buy	+15,455	New	+$2.45M	0.18%	99

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S&CO Inc's GEV Position: Q1 2026 in Review

S&CO Inc reduced its GE Vernova (GEV) stake by 6.4% in Q1 2026, selling an estimated $651K and leaving 12,241 shares worth $10.7M. The position accounts for 0.66% of the portfolio, ranked #38.

S&CO Inc first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

S&CO Inc held 12,241 shares of GE Vernova worth $10.7M as of Q1 2026.
S&CO Inc sold 835 GE Vernova shares in Q1 2026, an estimated $651K.
GE Vernova made up 0.66% of S&CO Inc's portfolio in Q1 2026, its #38 holding.
S&CO Inc first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.