Sunbeam Capital Management’s GE Vernova GEV Stock Holding History

Sunbeam Capital Management’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	$965K	Buy	821 +20	+2%	+$20.4K	0.44%	46
2026 Q1	$699K	Buy	801 +9	+1%	+$7.02K	0.4%	50
2025 Q4	$518K	Buy	792 +98	+14%	+$59.7K	0.31%	60
2025 Q3	$427K	Buy	694 +90	+15%	+$54.5K	0.27%	65
2025 Q2	$320K	Buy	+604	New	+$251K	0.24%	64

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sunbeam Capital Management's GEV Position: Q2 2026 in Review

Sunbeam Capital Management increased its GE Vernova (GEV) stake by 2.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 821 shares worth $965K. The position accounts for 0.44% of the portfolio, ranked #46.

Sunbeam Capital Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,628 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Sunbeam Capital Management held 821 shares of GE Vernova worth $965K as of Q2 2026.
Sunbeam Capital Management bought 20 GE Vernova shares in Q2 2026, an estimated $20.4K.
GE Vernova made up 0.44% of Sunbeam Capital Management's portfolio in Q2 2026, its #46 holding.
Sunbeam Capital Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,628 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.