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Swan Capital’s GE Vernova GEV Stock Holding History

Swan 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 		$129K Sell
110
-45
-29% -$45.9K 0.04% 55
2026
Q1 		$135K Sell
155
-7
-4% -$5.46K 0.05% 47
2025
Q4 		$106K Hold
162
– – 0.04% 54
2025
Q3 		$99.6K Hold
162
– – 0.04% 53
2025
Q2 		$85.7K Hold
162
– – 0.04% 55
2025
Q1 		$49.5K Hold
162
– – 0.02% 64
2024
Q4 		$53.3K Hold
162
– – 0.03% 64
2024
Q3 		$41.3K Hold
162
– – 0.02% 80
2024
Q2 		$27.8K Buy
+162
New +$25.7K 0.02% 91

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Swan Capital's GEV Position: Q2 2026 in Review

Swan Capital reduced its GE Vernova (GEV) stake by 29% in Q2 2026, selling an estimated $45.9K and leaving 110 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #55.

Swan Capital first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $135K in Q1 2026. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Swan Capital held 110 shares of GE Vernova worth $129K as of Q2 2026.
  • Swan Capital sold 45 GE Vernova shares in Q2 2026, an estimated $45.9K.
  • GE Vernova made up 0.04% of Swan Capital's portfolio in Q2 2026, its #55 holding.
  • Swan Capital first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's GE Vernova position peaked at $135K in Q1 2026.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.