Waverton Investment Management’s GE Vernova GEV Stock Holding History

Waverton Investment 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
2025 Q4	–	Sell	-420,437	Closed	-$258M	–	101
2025 Q3	$258M	Sell	420,437 -58,015	-12%	-$35.1M	3.33%	15
2025 Q2	$253M	Sell	478,452 -20,500	-4%	-$8.54M	3.49%	13
2025 Q1	$152M	Sell	498,952 -116,777	-19%	-$40.7M	2.36%	19
2024 Q4	$203M	Sell	615,729 -111,975	-15%	-$35M	3.23%	13
2024 Q3	$185M	Buy	727,704 +66,455	+10%	+$12.8M	3.05%	16
2024 Q2	$113M	Buy	+661,249	New	+$105M	2.14%	21

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waverton Investment Management's GEV Position: Q4 2025 in Review

Waverton Investment Management sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 420,437 shares — an estimated $258M sold.

Waverton Investment Management first reported a position in GEV in Q2 2024 and held it in 6 quarters. The position peaked at $258M in Q3 2025. 2,820 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

Waverton Investment Management reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 420,437 GE Vernova shares in Q4 2025, an estimated $258M.
Waverton Investment Management first reported a position in GE Vernova in Q2 2024 and held it in 6 quarters.
Waverton Investment Management's GE Vernova position peaked at $258M in Q3 2025.
2,820 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.