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 ($1.3bn this quarter). Holder counts are more reliable. Shares outstanding: 268.7m as of 2026-03-31, 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 ≈ $869.21. Options: 62 managers hold calls ($6.0bn notional), 71 hold puts ($7.2bn).
Trends to Q1 2026
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 |
| Q3 2025 | 2,547 |
| Q4 2025 | 2,818 |
| Q1 2026 | 3,137 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 1,413 | 20 |
| Q3 2024 | 818 | 653 |
| Q4 2024 | 916 | 673 |
| Q1 2025 | 993 | 759 |
| Q2 2025 | 1,411 | 748 |
| Q3 2025 | 1,346 | 853 |
| Q4 2025 | 1,423 | 930 |
| Q1 2026 | 1,714 | 1,040 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.2bn | $3.6bn | 0.86 |
| Q3 2025 | $4.8bn | $4.9bn | 1.04 |
| Q4 2025 | $4.9bn | $5.7bn | 1.15 |
| Q1 2026 | $6.0bn | $7.2bn | 1.21 |
Biggest buyers
| Capital World Investors | Added | +2.1m |
| JANUS HENDERSON GROUP PLC | Added | +1.5m |
| Amundi | Added | +1.3m |
| BANK OF AMERICA CORP /DE/ | Added | +435.4k |
| JPMORGAN CHASE & CO | Added | +408.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +406.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +376.7k |
| MORGAN STANLEY | Added | +315.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +298.2k |
| JENNISON ASSOCIATES LLC | Added | +256.9k |
Biggest sellers
| FMR LLC | Reduced | -3.2m |
| Corient Private Wealth LP | Reduced | -1.6m |
| COATUE MANAGEMENT LLC | Reduced | -797.8k |
| HSBC HOLDINGS PLC | Reduced | -713.9k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -699.2k |
| WCM INVESTMENT MANAGEMENT, LLC | Sold out | -597.5k |
| D. E. Shaw & Co., Inc. | Reduced | -597.1k |
| SG Americas Securities, LLC | Sold out | -418.7k |
| Capital International Investors | Reduced | -391.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -382.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.6bn1.9m shares |
| JANE STREET GROUP, LLC | Added | $1.1bn1.3m shares |
| CITADEL ADVISORS LLC | Reduced | $910.8m1.0m shares |
| IMC-Chicago, LLC | Added | $542.6m621.6k shares |
| PEAK6 LLC | Reduced | $360.9m413.4k shares |
| Walleye Trading LLC | Added | $162.2m185.8k shares |
| GROUP ONE TRADING LLC | Reduced | $155.0m177.6k shares |
| BlackRock, Inc. | New | $146.4m167.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $112.6m129.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $78.3m89.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9bn2.2m shares |
| JANE STREET GROUP, LLC | Added | $1.5bn1.8m shares |
| CITADEL ADVISORS LLC | Reduced | $952.0m1.1m shares |
| IMC-Chicago, LLC | Added | $630.8m722.6k shares |
| GROUP ONE TRADING LLC | Added | $202.2m231.6k shares |
| BARCLAYS PLC | Reduced | $180.9m207.2k shares |
| GOLDMAN SACHS GROUP INC | Added | $147.8m169.3k shares |
| UBS Group AG | Added | $132.6m151.9k shares |
| FMR LLC | New | $122.0m139.8k shares |
| Walleye Trading LLC | Reduced | $102.3m117.2k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $6.9m | — |
| Q3 2025 | 0 | — | 1 | $2.0m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $4.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-03 | Baert Steven Chief People Officer | Sold | $4.5m5.3k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.32% of their portfolio | 20.7m $18.1bn | Reduced -157.9k |
| FMR LLC 0.84% of their portfolio | 18.3m $16.0bn | Reduced -3.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.38% of their portfolio | 17.5m $15.3bn | First filing |
| STATE STREET CORP 0.34% of their portfolio | 11.4m $10.0bn | Reduced -75.2k |
| JPMORGAN CHASE & CO 0.37% of their portfolio | 6.8m $5.5bn | Added +408.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.35% of their portfolio | 6.4m $5.6bn | Added +135.9k |
| MORGAN STANLEY 0.33% of their portfolio | 6.4m $5.6bn | Added +315.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.22% of their portfolio | 4.8m $4.2bn | First filing |
| Capital World Investors 0.51% of their portfolio | 4.3m $3.7bn | Added +2.1m |
| NORTHERN TRUST CORP 0.32% of their portfolio | 2.8m $2.4bn | Reduced -32.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.28% of their portfolio | 2.8m $2.4bn | Added +406.8k |
| BANK OF AMERICA CORP /DE/ 0.17% of their portfolio | 2.6m $2.3bn | Added +435.4k |
| COATUE MANAGEMENT LLC 7.73% of their portfolio | 2.6m $2.2bn | Reduced -797.8k |
| Bank of New York Mellon Corp 0.36% of their portfolio | 2.3m $2.0bn | Reduced -113 |
| GOLDMAN SACHS GROUP INC 0.24% of their portfolio | 2.1m $1.8bn | Reduced -382.6k |
| Invesco Ltd. 0.18% of their portfolio | 2.1m $1.8bn | Reduced -255.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% of their portfolio | 2.0m $1.7bn | Added +33.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.33% of their portfolio | 1.8m $1.6bn | Added +298.2k |
| Nuveen, LLC 0.43% of their portfolio | 1.8m $1.6bn | Reduced -211.8k |
| Amundi 0.43% of their portfolio | 1.8m $1.6bn | Added +1.3m |
| Legal & General Group Plc 0.36% of their portfolio | 1.8m $1.5bn | Added +22.4k |
| Capital International Investors 0.34% of their portfolio | 1.6m $1.4bn | Reduced -391.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.49% of their portfolio | 1.6m $1.4bn | Added +12.4k |
| Newport Trust Company, LLC 3.44% of their portfolio | 1.6m $1.4bn | Reduced -67.1k |
| UBS Group AG 0.25% of their portfolio | 1.6m $1.4bn | Added +87.8k |
| VANGUARD FIDUCIARY TRUST CO 0.34% of their portfolio | 1.6m $1.4bn | First filing |
| JANUS HENDERSON GROUP PLC 0.63% of their portfolio | 1.5m $1.3bn | Added +1.5m |
| AQR CAPITAL MANAGEMENT LLC 0.58% of their portfolio | 1.5m $1.3bn | Added +376.7k |
| Baird Financial Group, Inc. 1.87% of their portfolio | 1.4m $1.2bn | Reduced -216.9k |
| FRANKLIN RESOURCES INC 0.29% of their portfolio | 1.4m $1.2bn | Added +71.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.60% of their portfolio | 1.3m $1.1bn | Reduced -40.2k |
| ROYAL BANK OF CANADA 0.21% of their portfolio | 1.2m $1.1bn | Added +68.0k |
| CITIGROUP INC 0.62% of their portfolio | 1.1m $969.3m | Added +183.6k |
| WELLS FARGO & COMPANY/MN 0.17% of their portfolio | 998.0k $871.2m | Added +104.2k |
| TIGER GLOBAL MANAGEMENT LLC 3.72% of their portfolio | 973.0k $849.3m | Unchanged |
| FIRST TRUST ADVISORS LP 0.60% of their portfolio | 958.7k $836.8m | Added +123.4k |
| RAYMOND JAMES FINANCIAL INC 0.25% of their portfolio | 926.9k $808.4m | Added +65.3k |
| ALLIANCEBERNSTEIN L.P. 0.20% of their portfolio | 923.5k $603.5m | Added +41.5k |
| JENNISON ASSOCIATES LLC 0.54% of their portfolio | 904.7k $789.7m | Added +256.9k |
| Swiss National Bank 0.40% of their portfolio | 796.2k $695.0m | Added +50.3k |
| FEDERATED HERMES, INC. 1.12% of their portfolio | 785.6k $685.7m | Added +140.6k |
| DEUTSCHE BANK AG\ 0.22% of their portfolio | 758.9k $662.4m | Added +196.2k |
| TD Asset Management Inc 0.52% of their portfolio | 740.7k $646.6m | Reduced -14.3k |
| BARCLAYS PLC 0.23% of their portfolio | 733.1k $640.0m | Added +249.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.66% of their portfolio | 725.3k $633.1m | Added +132.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 700.7k $611.6m | Reduced -78.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.47% of their portfolio | 697.7k $570.3m | Reduced -167.1k |
| Artisan Partners Limited Partnership 0.99% of their portfolio | 694.4k $606.2m | Reduced -73.6k |
| Holocene Advisors, LP 1.43% of their portfolio | 678.5k $592.3m | Added +89.5k |
| BLAIR WILLIAM & CO/IL 1.66% of their portfolio | 664.6k $580.1m | Added +12.3k |
| HSBC HOLDINGS PLC 0.33% of their portfolio | 641.7k $559.7m | Reduced -713.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.50% of their portfolio | 632.9k $534.1m | Added +38.1k |
| DIMENSIONAL FUND ADVISORS LP 0.11% of their portfolio | 632.6k $551.9m | Added +11.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.36% of their portfolio | 630.9k $550.7m | Reduced -26.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.37% of their portfolio | 622.9k $543.7m | Added +50.6k |
| Vanguard Global Advisers, LLC 0.28% of their portfolio | 590.6k $515.6m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio | 581.6k $507.7m | Added +34.4k |
| AMERIPRISE FINANCIAL INC 0.12% of their portfolio | 570.0k $497.8m | Added +38.6k |
| Mariner, LLC 0.56% of their portfolio | 552.2k $481.7m | Added +52.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.31% of their portfolio | 550.1k $480.2m | Reduced -380.7k |
| National Pension Service 0.36% of their portfolio | 548.4k $478.7m | Added +75.1k |
| Temasek Holdings (Private) Ltd 1.58% of their portfolio | 538.1k $469.7m | Added +18.4k |
| Winslow Capital Management, LLC 1.82% of their portfolio | 534.0k $466.1m | Reduced -198.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.28% of their portfolio | 491.9k $429.4m | Reduced -699.2k |
| RHUMBLINE ADVISERS 0.35% of their portfolio | 473.2k $413.1m | Reduced -7.5k |
| LPL Financial LLC 0.11% of their portfolio | 472.6k $412.6m | Added +30.7k |
| BANK OF MONTREAL /CAN/ 0.17% of their portfolio | 463.9k $404.9m | Added +37.4k |
| W1M Asset Management Ltd 4.38% of their portfolio | 461.2k $402.6m | Reduced -18.5k |
| California Public Employees Retirement System 0.24% of their portfolio | 455.9k $397.9m | Reduced -17.0k |
| Robeco Institutional Asset Management B.V. 0.56% of their portfolio | 448.9k $391.8m | Reduced -15.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.25% of their portfolio | 441.8k $385.6m | Added +58.8k |
| SEI INVESTMENTS CO 0.35% of their portfolio | 435.9k $380.5m | Reduced -83.7k |
| Bridgewater Associates, LP 1.69% of their portfolio | 434.9k $379.6m | Reduced -231.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.32% of their portfolio | 434.8k $379.5m | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.38% of their portfolio | 416.0k $363.1m | Reduced -11.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 412.6k $360.2m | Reduced -140.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.18% of their portfolio | 389.7k $340.1m | Added +14.6k |
| Allen Investment Management, LLC 4.19% of their portfolio | 388.4k $339.1m | Reduced -11.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.39% of their portfolio | 384.3k $335.4m | Added +113.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.31% of their portfolio | 383.7k $335.0m | Added +156.9k |
| Rockefeller Capital Management L.P. 0.59% of their portfolio | 382.9k $334.3m | Added +25.3k |
| CIBC Bancorp USA Inc. 0.45% of their portfolio | 378.0k $330.0m | First filing |
| PNC Financial Services Group, Inc. 0.17% of their portfolio | 343.9k $300.2m | Added +7.0k |
| FRED ALGER MANAGEMENT, LLC 1.31% of their portfolio | 340.7k $297.6m | Reduced -89.1k |
| NEUBERGER BERMAN GROUP LLC 0.22% of their portfolio | 333.2k $290.8m | Added +84.0k |
| TWO SIGMA INVESTMENTS, LP 0.24% of their portfolio | 332.4k $290.1m | Added +135.0k |
| NATIXIS ADVISORS, LLC 0.39% of their portfolio | 317.3k $277.0m | Reduced -1.9k |
| STIFEL FINANCIAL CORP 0.25% of their portfolio | 307.6k $268.5m | Added +2.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.37% of their portfolio | 300.9k $262.7m | Reduced -1.0k |
| PRUDENTIAL FINANCIAL INC 0.31% of their portfolio | 291.4k $254.3m | Reduced -42.0k |
| Polar Capital Holdings Plc 1.10% of their portfolio | 288.0k $251.4m | Added +40.0k |
| MARSICO CAPITAL MANAGEMENT LLC 7.21% of their portfolio | 281.0k $245.3m | Reduced -9.7k |
| AXIOM INVESTORS LLC /DE 2.71% of their portfolio | 278.6k $243.2m | Added +41.4k |
| FIRST MANHATTAN CO. LLC. 0.66% of their portfolio | 273.4k $238.7m | Reduced -2.9k |
| Ensign Peak Advisors, Inc 0.44% of their portfolio | 268.5k $234.4m | Reduced -3.4k |
| Korea Investment CORP 0.48% of their portfolio | 268.0k $233.9m | Added +60.4k |
| Munro Partners 7.69% of their portfolio | 259.9k $226.9m | Reduced -70.4k |
| MILLENNIUM MANAGEMENT LLC 0.17% of their portfolio | 253.1k $220.9m | Added +121.7k |
| Tidal Investments LLC 0.68% of their portfolio | 248.9k $217.1m | Added +8.1k |
| AVIVA PLC 0.35% of their portfolio | 241.5k $210.8m | Added +6.8k |