GE VERNOVA INC GEV
COM · Common Stock · CUSIP 36828A101 · ISIN US36828A1016
American energy equipment manufacturing company
- SectorIndustrials
- IndustryElectronic & Other Electrical Equipment (No Computer Equip)
- HeadquartersCambridge, MA
- Founded2023
- Websitegevernova.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($364.5m this quarter). Holder counts are more reliable. Shares outstanding: 272.2m as of 2025-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $528.54. Options: 49 managers hold calls ($4.2bn notional), 55 hold puts ($3.6bn).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 2 |
| Q1 2024 | 74 |
| Q2 2024 | 1,460 |
| Q3 2024 | 1,623 |
| Q4 2024 | 1,904 |
| Q1 2025 | 1,952 |
| Q2 2025 | 2,392 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 73 | 0 |
| Q2 2024 | 1,413 | 20 |
| Q3 2024 | 818 | 653 |
| Q4 2024 | 916 | 673 |
| Q1 2025 | 993 | 759 |
| Q2 2025 | 1,411 | 748 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.6bn | $811.0m | 0.51 |
| Q4 2024 | $1.6bn | $1.3bn | 0.80 |
| Q1 2025 | $2.4bn | $1.6bn | 0.70 |
| Q2 2025 | $4.2bn | $3.6bn | 0.86 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +1.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.1m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +1.1m |
| MORGAN STANLEY | Added | +1.1m |
| FMR LLC | Added | +975.2k |
| Assenagon Asset Management S.A. | Added | +834.1k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +710.6k |
| Qube Research & Technologies Ltd | Added | +675.6k |
| BlackRock, Inc. | Added | +646.1k |
| Nuveen, LLC | Added | +596.7k |
Biggest sellers
| Capital International Investors | Reduced | -4.6m |
| Newport Trust Company, LLC | Reduced | -1.9m |
| D. E. Shaw & Co., Inc. | Reduced | -1.8m |
| EAGLE CAPITAL MANAGEMENT LLC | Reduced | -1.7m |
| Evergreen Quality Fund GP, Ltd. | Sold out | -1.4m |
| Capital Research Global Investors | Reduced | -715.0k |
| Castle Hook Partners LP | Sold out | -631.8k |
| Holocene Advisors, LP | Reduced | -404.2k |
| Amundi | Reduced | -306.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -303.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $809.0m1.5m shares |
| PEAK6 LLC | Added | $671.1m1.3m shares |
| CITADEL ADVISORS LLC | Added | $619.3m1.2m shares |
| JANE STREET GROUP, LLC | Added | $411.7m778.0k shares |
| IMC-Chicago, LLC | Added | $205.7m388.7k shares |
| WOLVERINE TRADING, LLC | Added | $203.1m390.8k shares |
| UBS Group AG | Added | $194.9m368.4k shares |
| Twin Tree Management, LP | New | $136.3m257.5k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $107.1m202.4k shares |
| GROUP ONE TRADING LLC | Reduced | $90.9m171.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $759.9m1.4m shares |
| CITADEL ADVISORS LLC | Added | $511.8m967.2k shares |
| JANE STREET GROUP, LLC | Added | $416.5m787.1k shares |
| BARCLAYS PLC | Added | $388.0m733.2k shares |
| Squarepoint Ops LLC | Added | $255.7m483.2k shares |
| IMC-Chicago, LLC | Added | $153.7m290.4k shares |
| MAVERICK CAPITAL LTD | New | $144.8m273.6k shares |
| WOLVERINE TRADING, LLC | Added | $142.0m273.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $88.1m166.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $81.2m153.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| FMR LLC 13G · institution filed 2026-05-06 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $6.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-04-28 | Zingoni Maria Victoria Chief Executive Officer, Power | Sold | $6.9m18.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.74% of their portfolio | 24.8m $13.1bn | Added +975.2k |
| VANGUARD GROUP INC 0.21% of their portfolio | 24.7m $13.1bn | Added +272.0k |
| BlackRock, Inc. 0.20% of their portfolio | 19.7m $10.4bn | Added +646.1k |
| STATE STREET CORP 0.22% of their portfolio | 11.1m $5.9bn | Added +206.7k |
| Capital International Investors 0.68% of their portfolio | 7.5m $4.0bn | Reduced -4.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.23% of their portfolio | 6.1m $3.2bn | Added +129.3k |
| MORGAN STANLEY 0.18% of their portfolio | 5.2m $2.8bn | Added +1.1m |
| COATUE MANAGEMENT LLC 5.54% of their portfolio | 3.8m $2.0bn | Reduced -4.7k |
| NORGES BANK 0.23% of their portfolio | 3.4m $1.8bn | Added +196.1k |
| Bank of New York Mellon Corp 0.29% of their portfolio | 2.9m $1.5bn | Reduced -257.6k |
| NORTHERN TRUST CORP 0.21% of their portfolio | 2.8m $1.5bn | Added +194.1k |
| GOLDMAN SACHS GROUP INC 0.23% of their portfolio | 2.6m $1.4bn | Reduced -251.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.15% of their portfolio | 2.5m $1.3bn | Reduced -33.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.23% of their portfolio | 2.4m $1.2bn | Added +331.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.27% of their portfolio | 2.3m $1.2bn | Reduced -303.0k |
| Invesco Ltd. 0.20% of their portfolio | 2.2m $1.2bn | Added +462.0k |
| BANK OF AMERICA CORP /DE/ 0.09% of their portfolio | 2.1m $1.1bn | Added +158.4k |
| ROYAL BANK OF CANADA 0.10% of their portfolio | 2.0m $1.1bn | Added +1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.34% of their portfolio | 2.0m $1.1bn | Added +59.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.21% of their portfolio | 1.9m $1.0bn | Reduced -145.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.16% of their portfolio | 1.8m $952.7m | Added +58.2k |
| Newport Trust Company, LLC 2.18% of their portfolio | 1.7m $906.3m | Reduced -1.9m |
| Legal & General Group Plc 0.21% of their portfolio | 1.6m $863.6m | Added +13.5k |
| Baird Financial Group, Inc. 1.44% of their portfolio | 1.6m $823.4m | Reduced -128.6k |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 1.5m $820.2m | Added +248.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.56% of their portfolio | 1.5m $798.1m | Added +1.1m |
| Amundi 0.24% of their portfolio | 1.4m $686.6m | Reduced -306.5k |
| Artisan Partners Limited Partnership 1.06% of their portfolio | 1.3m $708.6m | Reduced -33.8k |
| Nuveen, LLC 0.19% of their portfolio | 1.3m $703.2m | Added +596.7k |
| UBS Group AG 0.14% of their portfolio | 1.2m $653.2m | Reduced -213.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.40% of their portfolio | 1.2m $625.9m | Added +1.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.83% of their portfolio | 1.2m $622.5m | Added +710.6k |
| ALLIANCEBERNSTEIN L.P. 0.19% of their portfolio | 1.1m $582.0m | Reduced -41.6k |
| TIGER GLOBAL MANAGEMENT LLC 1.70% of their portfolio | 1.1m $580.9m | Added +42.5k |
| CITIGROUP INC 0.38% of their portfolio | 1.0m $550.6m | Added +437.5k |
| AQR CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 1.0m $541.2m | Reduced -216.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.43% of their portfolio | 965.1k $510.7m | Added +310.5k |
| RAYMOND JAMES FINANCIAL INC 0.17% of their portfolio | 944.6k $499.8m | Added +375.7k |
| TD Asset Management Inc 0.42% of their portfolio | 932.0k $493.2m | Added +5.2k |
| Assenagon Asset Management S.A. 0.71% of their portfolio | 842.4k $445.8m | Added +834.1k |
| JANE STREET GROUP, LLC 0.72% of their portfolio | 837.3k $443.0m | Added +279.6k |
| Swiss National Bank 0.26% of their portfolio | 827.5k $437.9m | Added +50.1k |
| Bridgewater Associates, LP 1.66% of their portfolio | 778.3k $411.8m | Added +157.5k |
| Qube Research & Technologies Ltd 0.56% of their portfolio | 763.2k $403.9m | Added +675.6k |
| DEUTSCHE BANK AG\ 0.14% of their portfolio | 716.9k $379.3m | Reduced -36.1k |
| TWO SIGMA ADVISERS, LP 0.75% of their portfolio | 691.2k $365.7m | Added +493.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.22% of their portfolio | 677.4k $358.5m | Added +4.0k |
| FEDERATED HERMES, INC. 0.66% of their portfolio | 665.8k $352.3m | Added +97.9k |
| AMERICAN CENTURY COMPANIES INC 0.19% of their portfolio | 660.4k $349.4m | Added +329.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.78% of their portfolio | 659.5k $342.7m | Added +29.7k |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 646.3k $342.0m | Added +102.2k |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 643.7k $340.6m | Added +71.2k |
| BLAIR WILLIAM & CO/IL 0.93% of their portfolio | 632.8k $334.8m | Added +279.6k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 625.2k $330.8m | Reduced -10.5k |
| 1832 Asset Management L.P. 0.58% of their portfolio | 624.5k $330.4m | Added +441.5k |
| BARCLAYS PLC 0.13% of their portfolio | 601.3k $318.2m | Reduced -88.7k |
| AXIOM INVESTORS LLC /DE 2.48% of their portfolio | 570.4k $301.8m | Added +58.7k |
| Rockefeller Capital Management L.P. 0.34% of their portfolio | 550.7k $291.4m | Added +296.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.22% of their portfolio | 523.3k $276.9m | Added +33.1k |
| RHUMBLINE ADVISERS 0.23% of their portfolio | 505.0k $267.2m | Added +19.7k |
| Polar Capital Holdings Plc 1.36% of their portfolio | 490.1k $259.3m | Added +76.5k |
| National Pension Service 0.22% of their portfolio | 487.1k $257.8m | Added +3.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.00% of their portfolio | 483.8k $256.0m | Added +458.1k |
| W1M Investment Management Ltd 3.49% of their portfolio | 478.5k $253.1m | Reduced -20.5k |
| Temasek Holdings (Private) Ltd 0.96% of their portfolio | 469.6k $248.5m | Added +17.7k |
| TWO SIGMA INVESTMENTS, LP 0.44% of their portfolio | 459.1k $242.9m | Added +435.8k |
| California Public Employees Retirement System 0.15% of their portfolio | 459.0k $242.9m | Added +28.0k |
| Allen Investment Management, LLC 2.61% of their portfolio | 452.0k $239.2m | Added +391.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.13% of their portfolio | 448.6k $237.4m | Added +17.0k |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 447.0k $236.6m | Added +223.5k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 435.4k $230.4m | Reduced -121.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.26% of their portfolio | 434.4k $229.9m | Added +59.6k |
| HSBC HOLDINGS PLC 0.15% of their portfolio | 432.8k $229.1m | Reduced -25.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.18% of their portfolio | 431.3k $228.2m | Reduced -221.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 431.2k $228.1m | Added +9.7k |
| Mariner, LLC 0.33% of their portfolio | 425.9k $225.3m | Added +342.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.18% of their portfolio | 393.5k $208.2m | Added +24.9k |
| Value Aligned Research Advisors, LLC 9.09% of their portfolio | 384.7k $203.5m | Reduced -110.0k |
| Ensign Peak Advisors, Inc 0.34% of their portfolio | 375.5k $198.7m | Added +201.0k |
| PRUDENTIAL FINANCIAL INC 0.25% of their portfolio | 370.5k $196.1m | Added +190.8k |
| Capital Group Private Client Services, Inc. 1.64% of their portfolio | 358.5k $189.7m | Reduced -5.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.25% of their portfolio | 349.6k $185.0m | Reduced -6.6k |
| BANK OF MONTREAL /CAN/ 0.09% of their portfolio | 341.6k $180.7m | Reduced -6.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.72% of their portfolio | 325.3k $172.1m | Reduced -187.5k |
| SEI INVESTMENTS CO 0.20% of their portfolio | 318.1k $168.3m | Added +18.3k |
| MARSICO CAPITAL MANAGEMENT LLC 4.51% of their portfolio | 314.1k $166.2m | Added +4.5k |
| LPL Financial LLC 0.05% of their portfolio | 305.1k $161.5m | Added +83.7k |
| Robeco Institutional Asset Management B.V. 0.26% of their portfolio | 301.7k $159.6m | Added +214.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.23% of their portfolio | 286.4k $151.6m | Added +12.8k |
| D. E. Shaw & Co., Inc. 0.15% of their portfolio | 281.9k $149.1m | Reduced -1.8m |
| AMF Tjanstepension AB 0.98% of their portfolio | 278.8k $147.5m | Added +100.2k |
| FIRST MANHATTAN CO. LLC. 0.41% of their portfolio | 272.6k $144.2m | Added +44.3k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 5.53% of their portfolio | 268.3k $142.0m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.25% of their portfolio | 266.4k $141.0m | Added +4.7k |
| STIFEL FINANCIAL CORP 0.14% of their portfolio | 266.4k $141.0m | Reduced -52.9k |
| NATIXIS ADVISORS, LLC 0.22% of their portfolio | 265.5k $140.5m | Added +38.1k |
| Korea Investment CORP 0.30% of their portfolio | 255.9k $135.4m | Reduced -29.7k |
| Avala Global LP 6.84% of their portfolio | 248.2k $131.3m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.32% of their portfolio | 247.7k $130.6m | Reduced -101.0k |
| Zurich Insurance Group Ltd/FI 1.00% of their portfolio | 245.4k $129.9m | New |