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RSG · 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.
  • RSG
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterRSGGEV
Q3 202020 holders, $1.3bnnone listed holders, n.a.
Q4 202023 holders, $1.4bnnone listed holders, n.a.
Q1 202117 holders, $1.5bnnone listed holders, n.a.
Q2 202120 holders, $1.7bnnone listed holders, n.a.
Q3 202118 holders, $2.3bnnone listed holders, n.a.
Q4 202123 holders, $3.0bnnone listed holders, n.a.
Q1 202220 holders, $2.5bnnone listed holders, n.a.
Q2 202220 holders, $2.7bnnone listed holders, n.a.
Q3 202229 holders, $2.8bnnone listed holders, n.a.
Q4 202224 holders, $2.3bnnone listed holders, n.a.
Q1 202323 holders, $2.1bnnone listed holders, n.a.
Q2 202323 holders, $2.5bnnone listed holders, n.a.
Q3 202320 holders, $1.9bnnone listed holders, n.a.
Q4 202322 holders, $2.9bnnone listed holders, n.a.
Q1 202419 holders, $3.8bn3 holders, $544m
Q2 202423 holders, $4.8bn26 holders, $9.8bn
Q3 202424 holders, $5.6bn31 holders, $11.9bn
Q4 202424 holders, $5.7bn37 holders, $15.3bn
Q1 202521 holders, $6.6bn36 holders, $14.8bn
Q2 202526 holders, $7.8bn36 holders, $26.3bn
Q3 202520 holders, $7.3bn35 holders, $29.5bn
Q4 202524 holders, $7.5bn34 holders, $28.7bn
Q1 202618 holders, $6.1bn31 holders, $36.7bn
Q2 202622 holders, $5.4bn28 holders, $45.0bn
RSG

Republic SVCS Inc

Holders
24
Reported value
$7.5bn
Buyers
23
Sellers
15

Breadth +8 among 92 comparable managers.

GEV

Ge Vernova Inc

Holders
34
Reported value
$28.7bn
Buyers
18
Sellers
28

Breadth -10 among 92 comparable managers.

Who holds both, Q4 2025

Among the 37 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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