ValuationViz

GEV fund manager activity

GE Vernova Inc · NYSE. Reported by 20 tracked fund managers in their 13F filings, Q1 2024 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalNew15$17,6230.00%Aug 14, 2026
Arnold Van Den Berg - Century ManagementNew193$226,7480.05%Aug 14, 2026
Steven Check - Check Capital ManagementNo change901$1,058,5490.06%Aug 5, 2026
Philippe Laffont - Coatue ManagementTrimmed2,558,164$3,005,484,5576.18%Aug 14, 2026
Dodge & Cox FundsTrimmed122,871$144,356,2240.08%Aug 13, 2026
Ken Fisher - Fisher Asset ManagementAdded3,559,479$4,181,889,8011.25%Aug 4, 2026
Terry Smith - FundsmithNew409,835$481,498,7483.53%Aug 14, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed16,327$19,181,9390.04%Aug 14, 2026
Mairs & Power FundsNo change846$993,9320.01%Aug 14, 2026
Lee Ainslie - Maverick CapitalNew1,109$1,302,9200.01%Aug 14, 2026
MuhlenkampNo change1,426$1,675,3500.49%Aug 18, 2026
Polen Capital ManagementNew196,612$230,991,2281.99%Aug 4, 2026
Richard Pzena - Pzena Investment ManagementNew184$216,1740.00%Aug 7, 2026
Christopher Bloomstran - Semper AugustusNo change1,994$2,342,6710.26%Aug 14, 2026
Chase Coleman - Tiger Global ManagementTrimmed797,511$936,963,7733.91%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Steven Check - Check Capital ManagementTrimmed901$786,4830.05%May 4, 2026
Philippe Laffont - Coatue ManagementTrimmed2,572,358$2,245,411,3017.73%May 15, 2026
Dodge & Cox FundsTrimmed129,182$112,762,9690.06%May 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed3,949$3,447,2710.00%May 5, 2026
Joel Greenblatt - Gotham Asset ManagementAdded18,665$16,292,6790.05%May 15, 2026
Mairs & Power FundsTrimmed846$738,4730.01%May 14, 2026
MuhlenkampNo change1,426$1,244,7550.33%May 6, 2026
Christopher Bloomstran - Semper AugustusNo change1,994$1,740,5630.21%May 15, 2026
Chase Coleman - Tiger Global ManagementNo change972,994$849,326,4633.72%May 15, 2026

Older quarters