ZP
GEV icon

Zimmer Partners’s GE Vernova GEV Stock Holding History

Zimmer Partners’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 		$51.7M Buy
44,000
+36,500
+487% +$37.3M 1.19% 21
2026
Q1 		$6.55M Buy
+7,500
New +$5.85M 0.16% 91
2025
Q3 		– Sell
-13,800
Closed -$7.3M – 203
2025
Q2 		$7.3M Sell
13,800
-165,700
-92% -$69M 0.16% 93
2025
Q1 		$54.8M Buy
179,500
+161,500
+897% +$56.3M 1.03% 28
2024
Q4 		$5.92M Buy
+18,000
New +$5.63M 0.1% 96
2024
Q3 		– Sell
-42,500
Closed -$7.29M – 190
2024
Q2 		$7.29M Buy
+42,500
New +$6.74M 0.13% 91

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 $3.37T 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

Zimmer Partners's GEV Position: Q2 2026 in Review

Zimmer Partners increased its GE Vernova (GEV) stake by 487% in Q2 2026, buying an estimated $37.3M and bringing the position to 44,000 shares worth $51.7M. The position accounts for 1.19% of the portfolio, ranked #21.

Zimmer Partners first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. The position peaked at $54.8M in Q1 2025. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Zimmer Partners held 44,000 shares of GE Vernova worth $51.7M as of Q2 2026.
  • Zimmer Partners bought 36,500 GE Vernova shares in Q2 2026, an estimated $37.3M.
  • GE Vernova made up 1.19% of Zimmer Partners's portfolio in Q2 2026, its #21 holding.
  • Zimmer Partners first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • Zimmer Partners's GE Vernova position peaked at $54.8M in Q1 2025.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.