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Waterloo Capital’s GE Vernova GEV Stock Holding History

Waterloo Capital’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 		$1.51M Sell
1,286
-199
-13% -$203K 0.08% 197
2026
Q1 		$1.3M Buy
1,485
+624
+72% +$487K 0.09% 188
2025
Q4 		$563K Sell
861
-194
-18% -$118K 0.04% 279
2025
Q3 		$649K Sell
1,055
-546
-34% -$331K 0.05% 235
2025
Q2 		$847K Buy
+1,601
New +$667K 0.07% 201
2025
Q1 		– Sell
-1,139
Closed -$375K – 427
2024
Q4 		$375K Buy
+1,139
New +$356K 0.04% 270

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

Waterloo Capital's GEV Position: Q2 2026 in Review

Waterloo Capital reduced its GE Vernova (GEV) stake by 13% in Q2 2026, selling an estimated $203K and leaving 1,286 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #197.

Waterloo Capital first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 3,460 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Waterloo Capital held 1,286 shares of GE Vernova worth $1.51M as of Q2 2026.
  • Waterloo Capital sold 199 GE Vernova shares in Q2 2026, an estimated $203K.
  • GE Vernova made up 0.08% of Waterloo Capital's portfolio in Q2 2026, its #197 holding.
  • Waterloo Capital first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
  • 3,460 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.