Summit Global Investments’s GE Vernova GEV Stock Holding History

Summit Global Investments’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
2025 Q4	–	Sell	-1,573	Closed	-$967K	–	554
2025 Q3	$967K	Sell	1,573 -2,226	-59%	-$1.35M	0.06%	203
2025 Q2	$2.01M	Buy	+3,799	New	+$1.58M	0.12%	115

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Global Investments's GEV Position: Q4 2025 in Review

Summit Global Investments sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 1,573 shares — an estimated $967K sold.

Summit Global Investments first reported a position in GEV in Q2 2025 and held it in 2 quarters. The position peaked at $2.01M in Q2 2025. 2,817 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

Summit Global Investments reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
Summit Global Investments sold 1,573 GE Vernova shares in Q4 2025, an estimated $967K.
Summit Global Investments first reported a position in GE Vernova in Q2 2025 and held it in 2 quarters.
Summit Global Investments's GE Vernova position peaked at $2.01M in Q2 2025.
2,817 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.