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Waratah Capital Advisors’s GE Vernova GEV Stock Holding History

Waratah Capital Advisors’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
-3,057
Closed -$2.67M – 187
2026
Q1 		$2.67M Buy
+3,057
New +$2.39M 0.1% 96
2025
Q4 		– Sell
-360
Closed -$221K – 239
2025
Q3 		$221K Sell
360
-3,588
-91% -$2.17M ﹤0.01% 179
2025
Q2 		$2.09M Buy
+3,948
New +$1.64M 0.06% 129

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Waratah Capital Advisors's GEV Position: Q2 2026 in Review

Waratah Capital Advisors sold out of GE Vernova (GEV) in Q2 2026, closing a stake of 3,057 shares — an estimated $2.67M sold.

Waratah Capital Advisors first reported a position in GEV in Q2 2025 and held it in 3 quarters. The position peaked at $2.67M in Q1 2026. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Waratah Capital Advisors reported no remaining GE Vernova position as of Q2 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,057 GE Vernova shares in Q2 2026, an estimated $2.67M.
  • Waratah Capital Advisors first reported a position in GE Vernova in Q2 2025 and held it in 3 quarters.
  • Waratah Capital Advisors's GE Vernova position peaked at $2.67M in Q1 2026.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.