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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waterloo Capital's GEV Position: Q1 2026 in Review

Waterloo Capital increased its GE Vernova (GEV) stake by 72% in Q1 2026, buying an estimated $487K and bringing the position to 1,485 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #188.

Waterloo Capital first reported a position in GEV in Q4 2024 and has held it in 5 quarters since. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Waterloo Capital held 1,485 shares of GE Vernova worth $1.3M as of Q1 2026.
  • Waterloo Capital bought 624 GE Vernova shares in Q1 2026, an estimated $487K.
  • GE Vernova made up 0.09% of Waterloo Capital's portfolio in Q1 2026, its #188 holding.
  • Waterloo Capital first reported a position in GE Vernova in Q4 2024 and has held it in 5 quarters since.
  • 3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.