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Thames Capital Management’s GE Vernova GEV Stock Holding History

Thames 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
Q1 		$44M Sell
50,384
-4,055
-7% -$3.16M 7.88% 1
2025
Q4 		$35.6M Hold
54,439
– – 5.17% 1
2025
Q3 		$33.5M Hold
54,439
– – 4.78% 1
2025
Q2 		$28.8M Hold
54,439
– – 6.53% 1
2025
Q1 		$16.6M Sell
54,439
-11,770
-18% -$4.1M 6.38% 2
2024
Q4 		$21.8M Hold
66,209
– – 5.9% 1
2024
Q3 		$16.9M Buy
66,209
+6,000
+10% +$1.15M 5.26% 4
2024
Q2 		$10.3M Buy
+60,209
New +$9.54M 4.04% 13

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thames Capital Management's GEV Position: Q1 2026 in Review

Thames Capital Management reduced its GE Vernova (GEV) stake by 7.4% in Q1 2026, selling an estimated $3.16M and leaving 50,384 shares worth $44M. The position accounts for 7.88% of the portfolio, ranked #1.

Thames Capital Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Thames Capital Management held 50,384 shares of GE Vernova worth $44M as of Q1 2026.
  • Thames Capital Management sold 4,055 GE Vernova shares in Q1 2026, an estimated $3.16M.
  • GE Vernova made up 7.88% of Thames Capital Management's portfolio in Q1 2026, its #1 holding.
  • Thames Capital Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.