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GEV in the 13F filings

Ge Vernova Inc · CUSIP 36828A101

Sector · IndustrialsTheme · Energy and power infrastructure· L3VLUP-definedTheme · Industrials and automation· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Quarter end
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 Aug 2024
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 3 listed it in both
Shares listed
56,937,315
combined, among listed positions
Reported value
$9.8bn
combined, at the quarter end

Among the 94 comparable managers: 26 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing GEV in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)23,463,470$4.0bn0.26%Addedn.a.5 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc10,211,847$1.8bn0.21%Added+7,524,65314 Aug 2024 (the filing on sec.gov)
Coatue Management LLC3,332,031$571m2.22%Newnew14 Aug 2024 (the filing on sec.gov)
Viking Global Investors LP2,428,614$417m1.60%Newnew14 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP2,330,887$400m0.53%Newnew14 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors1,765,958$303m0.07%Newnew13 Aug 2024 (the filing on sec.gov)
Lone Pine Capital LLC1,477,008$253m2.05%Newnew14 Aug 2024 (the filing on sec.gov)
Citadel Advisors LLC1,369,345$235munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
D1 Capital Partners LP1,367,462$235m3.96%Added+664,46214 Aug 2024 (the filing on sec.gov)
Millennium Management LLC1,115,454$191m0.09%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Steadfast Capital Management LP974,937$167m3.52%Added+388,21014 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP924,350$159munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP859,748$147m0.62%Newnew14 Aug 2024 (the filing on sec.gov)
Egerton Capital UK LLP784,508$135m1.36%Newnew13 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP725,250$124m0.33%Addedn.a.16 Sep 2024 (the filing on sec.gov)
D. E. Shaw & Co.709,938$122m0.11%Addedn.a.14 Aug 2024 (the filing on sec.gov)
MFS Investment Management696,113$119munder 0.1%Newnew9 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP613,321$105munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
Moore Capital Management LP555,013$95m1.65%Newnew14 Aug 2024 (the filing on sec.gov)
Capital World Investors425,987$73munder 0.1%Newnew13 Aug 2024 (the filing on sec.gov)
Artisan Partners LP404,431$69m0.10%Newnew12 Aug 2024 (the filing on sec.gov)
Dodge & Cox182,865$31munder 0.1%Newnew13 Aug 2024 (the filing on sec.gov)
Winton Group Ltd123,640$21m1.43%Newnew9 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP73,338$13m0.07%Newnew14 Aug 2024 (the filing on sec.gov)
GAMCO Investors Inc20,612$3.5munder 0.1%Newnew13 Aug 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (17)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
31 in Q3 2024 to 28 in Q2 2026

Tracked managers listing it, at least.

010203040Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
GEV by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20243$544m30
Q2 202426$9.8bn260
Q3 202431$11.9bn1320
Q4 202437$15.3bn2515
Q1 202536$14.8bn2019
Q2 202536$26.3bn2116
Q3 202535$29.5bn1523
Q4 202534$28.7bn1828
Q1 202631$36.7bn2222
Q2 202628$45.0bn1333

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

GEV and XOM →GEV and CVX →GEV and CNQ →Choose a stock to compare with GEV →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own GEV, latest filings →Back to the 13F Explorer →