moatshark My

All holdings

Ge Vernova

GEV

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
7
In their latest 13F (Q3 2026)
See who
Value held
$864m
Combined value at quarter end
Last quarter
2 bought
2 sold or trimmed
Fund portfolios
2
Funds holding it
See which
Price at Q2 ’26 end
$1,174.86
+34.6% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+48.7%Q3 ’24
+29.0%Q4 ’24
-7.2%Q1 ’25
+73.3%Q2 ’25
+16.2%Q3 ’25
+6.3%Q4 ’25
+33.6%Q1 ’26
+34.6%Q2 ’26
Q3 ’24: +48.7%; Q4 ’24: +29.0%; Q1 ’25: -7.2%; Q2 ’25: +73.3%; Q3 ’25: +16.2%; Q4 ’25: +6.3%; Q1 ’26: +33.6%; Q2 ’26: +34.6%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
4Q2 ’24
4Q3 ’24
4Q4 ’24
4Q1 ’25
4Q2 ’25
5Q3 ’25
5Q4 ’25
5Q1 ’26
7Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 4; Q3 ’24: 4; Q4 ’24: 4; Q1 ’25: 4; Q2 ’25: 4; Q3 ’25: 5; Q4 ’25: 5; Q1 ’26: 5; Q2 ’26: 7; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Ge Vernova.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Ge Vernova
Fundsmith3.5%$481m$481mNew1 qtr
Polen Capital Management2.0%$231m$231mNew1 qtr
Muhlenkamp & Company0.5%$1.7m$1.7mUnchanged4 qtrs
Semper Augustus0.3%$2.3m$2.3mUnchanged9 qtrs
Dodge & Cox0.1%$144m$144mTrimmed -4.9%9 qtrs
Horizon Kinetics0.0%$1.7m$1.7mTrimmed -1.1%9 qtrs
Mairs & Power0.0%$994k$994kUnchanged9 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Industrials · Electronic & Other Electrical Equipment (No Computer Equip)
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
266m at 30 Jun 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$30bn2022
$33bn2023
$35bn2024
$38bn2025
2022: $30bn; 2023: $33bn; 2024: $35bn; 2025: $38bn
Ge Vernova revenue and net income by year
YearRevenueNet income
2025$38bn$4.9bn
2024$35bn$1.6bn
2023$33bn−$438m
2022$30bn−$2.7bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Ge Vernova, from their latest N-PORT filings.

Funds holding Ge Vernova
Fundsmith Equity ETFFundsmith2.7%$208k30 Jun 2026
Polen Global Growth FundPolen Capital Management1.9%$2.1m31 Jul 2026