SurgoCap Partners’s GE Vernova GEV Stock Holding History

SurgoCap Partners’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
2024 Q4	–	Sell	-1,176,703	Closed	-$300M	–	16
2024 Q3	$300M	Sell	1,176,703 -56,631	-5%	-$10.9M	14.98%	2
2024 Q2	$212M	Buy	+1,233,334	New	+$195M	12.37%	2

Other funds holding GEV

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SurgoCap Partners's GEV Position: Q4 2024 in Review

SurgoCap Partners sold out of GE Vernova (GEV) in Q4 2024, closing a stake of 1,176,703 shares — an estimated $300M sold.

SurgoCap Partners first reported a position in GEV in Q2 2024 and held it in 2 quarters. The position peaked at $300M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold GEV as of Q4 2024.

SurgoCap Partners reported no remaining GE Vernova position as of Q4 2024 after selling out during the quarter.
SurgoCap Partners sold 1,176,703 GE Vernova shares in Q4 2024, an estimated $300M.
SurgoCap Partners first reported a position in GE Vernova in Q2 2024 and held it in 2 quarters.
SurgoCap Partners's GE Vernova position peaked at $300M in Q3 2024.
1,898 funds tracked by Wall St. Rank held GE Vernova as of Q4 2024.

Based on SurgoCap Partners's 13F filing for Q4 2024, filed 14 Feb 2025.