GE VERNOVA INC (GEV) Stock Institutional Trading Activity
GE VERNOVA INC (GEV) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, Tiger Global Management, Semper Augustus Investments Group, Eagle Capital Management, and Mairs & Power Growth Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- GE VERNOVA INC (GEV) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2025 | Eagle Capital Management | Sell | -303,817 | 1,767,261 | $539,509,438 |
| Q1 2025 | Cullen Value Fund | Sell | -3 | 1,071 | $326,987 |
| Q4 2024 | Dodge & Cox Stock Fund | Sell | -3,018 | 179,322 | $58,984,550 |
| Q4 2024 | Mairs & Power Growth Fund | Buy | 39 | 991 | $325,970 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 1,160 | 21,868 | $7,192,927 |
| Q4 2024 | Renaissance Technologies LLC | Buy | 197,502 | 321,702 | $105,817,439 |
| Q4 2024 | Eagle Capital Management | Sell | -2,104,243 | 2,071,078 | $681,239,687 |
| Q4 2024 | Viking Global Investors | Sell | -651,658 | 361,475 | $118,899,972 |
| Q4 2024 | Cullen Value Fund | Sell | -32 | 1,074 | $353,379 |
| Q3 2024 | Dodge & Cox Stock Fund | Sell | -525 | 182,340 | $46,493,053 |
| Q3 2024 | Mairs & Power Growth Fund | Sell | -990 | 952 | $242,741 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 4,823 | 20,708 | $5,280,126 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 124,200 | 124,200 | $31,668,516 |
| Q3 2024 | Egerton Capital UK | Sell | -186,650 | 597,858 | $152,441,833 |
| Q3 2024 | Lone Pine Capital | Sell | -320,997 | 1,156,011 | $294,759,685 |
| Q3 2024 | Eagle Capital Management | Sell | -989,005 | 4,175,321 | $1,064,623,349 |
| Q3 2024 | Viking Global Investors | Sell | -1,415,481 | 1,013,133 | $258,328,652 |
| Q3 2024 | Cullen Value Fund | Buy | 1,106 | 1,106 | $282,092 |
| Q2 2024 | Dodge & Cox Stock Fund | Buy | 182,865 | 182,865 | $31,363,176 |
| Q2 2024 | Mairs & Power Growth Fund | Buy | 1,942 | 1,942 | $333,072 |
| Q2 2024 | Semper Augustus Investments Group | Buy | 4,138 | 4,138 | $709,708 |
| Q2 2024 | Sequoia Financial Advisors | Buy | 15,885 | 15,885 | $2,724,437 |
| Q2 2024 | Egerton Capital UK | Buy | 784,508 | 784,508 | $134,550,967 |
| Q2 2024 | Lone Pine Capital | Buy | 1,477,008 | 1,477,008 | $253,321,642 |
| Q2 2024 | Eagle Capital Management | Buy | 5,164,326 | 5,164,326 | $885,733,552 |
| Q2 2024 | Viking Global Investors | Buy | 2,428,614 | 2,428,614 | $416,531,587 |
Frequently asked questions about GEV activity
Which institutional owners are buying GEV?
Institutional owners buying GEV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GEV activity?
"Buy" means an investor increased their reported position in GEV compared to the prior reporting period. This reflects growing exposure to GE VERNOVA INC (GEV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GEV increasing?
Institutional interest in GEV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.