Tufton Capital Management’s GE Vernova GEV Stock Holding History

Tufton 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 Q2	$741K	Buy	631 +8	+1%	+$8.16K	0.12%	84
2026 Q1	$544K	Hold	623	–	–	0.1%	93
2025 Q4	$407K	Hold	623	–	–	0.07%	99
2025 Q3	$383K	Sell	623 -61	-9%	-$37K	0.07%	101
2025 Q2	$362K	Hold	684	–	–	0.07%	101
2025 Q1	$209K	Buy	+684	New	+$239K	0.04%	116

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Tufton Capital Management's GEV Position: Q2 2026 in Review

Tufton Capital Management increased its GE Vernova (GEV) stake by 1.3% in Q2 2026, buying an estimated $8.16K and bringing the position to 631 shares worth $741K. The position accounts for 0.12% of the portfolio, ranked #84.

Tufton Capital Management first reported a position in GEV in Q1 2025 and has held it in 6 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Tufton Capital Management held 631 shares of GE Vernova worth $741K as of Q2 2026.
Tufton Capital Management bought 8 GE Vernova shares in Q2 2026, an estimated $8.16K.
GE Vernova made up 0.12% of Tufton Capital Management's portfolio in Q2 2026, its #84 holding.
Tufton Capital Management first reported a position in GE Vernova in Q1 2025 and has held it in 6 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.