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CECO · 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.

CECOGEV
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.
  • CECO
  • GEV
010203040Q2 2019Q1 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
Holders and value by quarter
QuarterCECOGEV
Q2 20191 holders, $113knone listed holders, n.a.
Q3 20221 holders, $215knone listed holders, n.a.
Q1 20231 holders, $4.9mnone listed holders, n.a.
Q3 20231 holders, $7.0mnone listed holders, n.a.
Q4 20231 holders, $9.8mnone listed holders, n.a.
Q1 20241 holders, $14m3 holders, $544m
Q2 20241 holders, $19m26 holders, $9.8bn
Q3 20241 holders, $17m31 holders, $11.9bn
Q4 20241 holders, $17m37 holders, $15.3bn
Q1 20251 holders, $13m36 holders, $14.8bn
Q2 20252 holders, $18m36 holders, $26.3bn
Q3 20253 holders, $72m35 holders, $29.5bn
Q4 20255 holders, $116m34 holders, $28.7bn
Q1 20266 holders, $211m31 holders, $36.7bn
Q2 20266 holders, $336m28 holders, $45.0bn
CECO

Ceco Environmental Corp

Holders
6
Reported value
$336m
Buyers
17
Sellers
10

Breadth +7 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
28
Reported value
$45.0bn
Buyers
13
Sellers
33

Breadth -20 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CECO (3)

First Eagle Investment Management LLC, Two Sigma Investments LP, Walleye Capital LLC

Only GEV (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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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