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CCJ · 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.

CCJGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • CCJ
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterCCJGEV
Q3 20203 holders, $238mnone listed holders, n.a.
Q4 20203 holders, $309mnone listed holders, n.a.
Q1 20213 holders, $379mnone listed holders, n.a.
Q2 20213 holders, $432mnone listed holders, n.a.
Q3 20216 holders, $484mnone listed holders, n.a.
Q4 20218 holders, $589mnone listed holders, n.a.
Q1 20225 holders, $890mnone listed holders, n.a.
Q2 20227 holders, $738mnone listed holders, n.a.
Q3 20229 holders, $875mnone listed holders, n.a.
Q4 20225 holders, $9.4bnnone listed holders, n.a.
Q1 202311 holders, $1.4bnnone listed holders, n.a.
Q2 202311 holders, $1.9bnnone listed holders, n.a.
Q3 202313 holders, $2.6bnnone listed holders, n.a.
Q4 202314 holders, $2.9bnnone listed holders, n.a.
Q1 202414 holders, $3.1bn3 holders, $544m
Q2 202412 holders, $3.3bn26 holders, $9.8bn
Q3 202412 holders, $2.6bn31 holders, $11.9bn
Q4 202417 holders, $3.1bn37 holders, $15.3bn
Q1 202511 holders, $2.0bn36 holders, $14.8bn
Q2 202520 holders, $3.6bn36 holders, $26.3bn
Q3 202518 holders, $3.8bn35 holders, $29.5bn
Q4 202520 holders, $4.0bn34 holders, $28.7bn
Q1 202619 holders, $3.9bn31 holders, $36.7bn
Q2 202620 holders, $3.7bn28 holders, $45.0bn
CCJ

Cameco Corp

Holders
18
Reported value
$3.8bn
Buyers
10
Sellers
8

Breadth +2 among 95 comparable managers.

MaterialsEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
35
Reported value
$29.5bn
Buyers
15
Sellers
23

Breadth -8 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CCJ (6)

ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Eisler Capital Management Ltd, Polen Capital Management LLC

Only GEV (23)

AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP

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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