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NE · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NE
  • GEV
010203040Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterNEGEV
Q3 20224 holders, $98mnone listed holders, n.a.
Q4 20227 holders, $197mnone listed holders, n.a.
Q1 20237 holders, $206mnone listed holders, n.a.
Q2 20236 holders, $281mnone listed holders, n.a.
Q3 202311 holders, $526mnone listed holders, n.a.
Q4 20236 holders, $592mnone listed holders, n.a.
Q1 20247 holders, $644m3 holders, $544m
Q2 20246 holders, $522m26 holders, $9.8bn
Q3 20247 holders, $458m31 holders, $11.9bn
Q4 20244 holders, $587m37 holders, $15.3bn
Q1 20254 holders, $428m36 holders, $14.8bn
Q2 20254 holders, $530m36 holders, $26.3bn
Q3 20254 holders, $507m35 holders, $29.5bn
Q4 20254 holders, $486m34 holders, $28.7bn
Q1 20263 holders, $927m31 holders, $36.7bn
Q2 20266 holders, $791m28 holders, $45.0bn
NE

Noble Corp PLC

Holders
4
Reported value
$530m
Buyers
2
Sellers
2

Breadth 0 among 95 comparable managers.

GEV

Ge Vernova Inc

Holders
36
Reported value
$26.3bn
Buyers
21
Sellers
16

Breadth +5 among 95 comparable managers.

Who holds both, Q2 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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