Thayer Partners’s GE Vernova GEV Stock Holding History

Thayer 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
2026 Q2	$2.37M	Buy	2,019 +63	+3%	+$64.3K	0.98%	26
2026 Q1	$1.71M	Buy	1,956 +21	+1%	+$16.4K	0.81%	28
2025 Q4	$1.26M	Buy	+1,935	New	+$1.18M	0.62%	32

Other funds holding GEV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Thayer Partners's GEV Position: Q2 2026 in Review

Thayer Partners increased its GE Vernova (GEV) stake by 3.2% in Q2 2026, buying an estimated $64.3K and bringing the position to 2,019 shares worth $2.37M. The position accounts for 0.98% of the portfolio, ranked #26.

Thayer Partners first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Thayer Partners held 2,019 shares of GE Vernova worth $2.37M as of Q2 2026.
Thayer Partners bought 63 GE Vernova shares in Q2 2026, an estimated $64.3K.
GE Vernova made up 0.98% of Thayer Partners's portfolio in Q2 2026, its #26 holding.
Thayer Partners first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.