Winslow Capital Management
GEV icon

Winslow Capital Management’s GE Vernova GEV Stock Holding History

Winslow Capital 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
2026
Q2 		$424M Sell
360,801
-173,170
-32% -$177M 1.46% 21
2026
Q1 		$466M Sell
533,971
-198,842
-27% -$155M 1.82% 16
2025
Q4 		$480M Buy
+732,813
New +$446M 1.61% 20

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Vanguard Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Winslow Capital Management's GEV Position: Q2 2026 in Review

Winslow Capital Management reduced its GE Vernova (GEV) stake by 32% in Q2 2026, selling an estimated $177M and leaving 360,801 shares worth $424M. The position accounts for 1.46% of the portfolio, ranked #21.

Winslow Capital Management first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $480M in Q4 2025. 3,439 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Winslow Capital Management held 360,801 shares of GE Vernova worth $424M as of Q2 2026.
  • Winslow Capital Management sold 173,170 GE Vernova shares in Q2 2026, an estimated $177M.
  • GE Vernova made up 1.46% of Winslow Capital Management's portfolio in Q2 2026, its #21 holding.
  • Winslow Capital Management first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • Winslow Capital Management's GE Vernova position peaked at $480M in Q4 2025.
  • 3,439 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.