TD Asset Management’s GE Vernova GEV Stock Holding History

TD Asset 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	$642M	Sell	546,673 -194,063	-26%	-$198M	0.56%	39
2026 Q1	$647M	Sell	740,736 -14,283	-2%	-$11.1M	0.52%	41
2025 Q4	$493M	Sell	755,019 -46,064	-6%	-$28.1M	0.4%	50
2025 Q3	$493M	Sell	801,083 -130,914	-14%	-$79.3M	0.4%	53
2025 Q2	$493M	Buy	931,997 +5,155	+0.6%	+$2.15M	0.42%	46
2025 Q1	$283M	Buy	926,842 +799,388	+627%	+$279M	0.26%	79
2024 Q4	$41.9M	Sell	127,454 -16,670	-12%	-$5.21M	0.04%	352
2024 Q3	$36M	Sell	144,124 -8,043	-5%	-$1.54M	0.03%	365
2024 Q2	$26.1M	Buy	+152,167	New	+$24.1M	0.02%	412

Other funds holding GEV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management's GEV Position: Q2 2026 in Review

TD Asset Management reduced its GE Vernova (GEV) stake by 26% in Q2 2026, selling an estimated $198M and leaving 546,673 shares worth $642M. The position accounts for 0.56% of the portfolio, ranked #39.

TD Asset Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. The position peaked at $647M in Q1 2026. 2,958 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

TD Asset Management held 546,673 shares of GE Vernova worth $642M as of Q2 2026.
TD Asset Management sold 194,063 GE Vernova shares in Q2 2026, an estimated $198M.
GE Vernova made up 0.56% of TD Asset Management's portfolio in Q2 2026, its #39 holding.
TD Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
TD Asset Management's GE Vernova position peaked at $647M in Q1 2026.
2,958 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.