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SC
Sapient Capital’s
GE Vernova
GEV
Stock Holding History
Sapient 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
$89.4M
Buy
76,038
+18,188
+31%
+$18.6M
1.17%
14
2026
Q1
$50.5M
Sell
57,850
-45,518
-44%
-$35.5M
0.76%
18
2025
Q4
$68.1M
Sell
103,368
-1,168
-1%
-$711K
0.96%
16
2025
Q3
$63M
Sell
104,536
-1,479
-1%
-$896K
0.97%
16
2025
Q2
$56.1M
Buy
106,015
+4,725
+5%
+$1.97M
1%
18
2025
Q1
$30.9M
Buy
101,290
+565
+0.6%
+$197K
0.61%
37
2024
Q4
$33.2M
Buy
100,725
+77,908
+341%
+$24.4M
0.63%
35
2024
Q3
$5.82M
Buy
+22,817
New
+$4.38M
0.12%
94
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$35.1B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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