Vivaldi Capital Management’s GE Vernova GEV Stock Holding History

Vivaldi 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	–	Sell	-343	Closed	-$299K	–	283
2026 Q1	$299K	Buy	+343	New	+$268K	0.04%	223

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

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

Vivaldi Capital Management sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 343 shares — an estimated $299K sold.

Vivaldi Capital Management first reported a position in GEV in Q1 2026 and held it in 1 quarter. The position peaked at $299K in Q1 2026. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Vivaldi Capital Management reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
Vivaldi Capital Management sold 343 GE Vernova shares in Q2 2026, an estimated $299K.
Vivaldi Capital Management first reported a position in GE Vernova in Q1 2026 and held it in 1 quarter.
Vivaldi Capital Management's GE Vernova position peaked at $299K in Q1 2026.
3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.