Westhampton Capital’s GE Vernova GEV Stock Holding History

Westhampton 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	$660K	Sell	562 -410	-42%	-$418K	0.27%	81
2026 Q1	$848K	Buy	972 +66	+7%	+$51.5K	0.4%	69
2025 Q4	$592K	Buy	906 +266	+42%	+$162K	0.28%	79
2025 Q3	$394K	Hold	640	–	–	0.19%	89
2025 Q2	$339K	Buy	+640	New	+$266K	0.17%	95

Other funds holding GEV

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Westhampton Capital's GEV Position: Q2 2026 in Review

Westhampton Capital reduced its GE Vernova (GEV) stake by 42% in Q2 2026, selling an estimated $418K and leaving 562 shares worth $660K. The position accounts for 0.27% of the portfolio, ranked #81.

Westhampton Capital first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $848K in Q1 2026. 1,236 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Westhampton Capital held 562 shares of GE Vernova worth $660K as of Q2 2026.
Westhampton Capital sold 410 GE Vernova shares in Q2 2026, an estimated $418K.
GE Vernova made up 0.27% of Westhampton Capital's portfolio in Q2 2026, its #81 holding.
Westhampton Capital first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
Westhampton Capital's GE Vernova position peaked at $848K in Q1 2026.
1,236 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.