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 ($1.5bn this quarter). Holder counts are more reliable. Shares outstanding: 266.3m as of 2026-06-30, 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 ≈ $1168.55. Options: 75 managers hold calls ($8.9bn notional), 72 hold puts ($10.9bn).
Trends to Q2 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 |
| Q2 2026 | 3,441 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 1,905 | 1,129 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.8bn | $4.9bn | 1.04 |
| Q4 2025 | $4.9bn | $5.7bn | 1.15 |
| Q1 2026 | $6.0bn | $7.2bn | 1.21 |
| Q2 2026 | $8.9bn | $10.9bn | 1.22 |
Biggest buyers
| Fisher Asset Management, LLC | Added | +3.6m |
| BlackRock, Inc. | Added | +1.0m |
| GOLDMAN SACHS GROUP INC | Added | +868.6k |
| Capital World Investors | Added | +744.5k |
| Invesco Ltd. | Added | +549.9k |
| PARNASSUS INVESTMENTS, LLC | Added | +446.6k |
| Fundsmith LLP | New | +409.8k |
| STATE STREET CORP | Added | +370.8k |
| Assenagon Asset Management S.A. | Added | +343.6k |
| Life Cycle Investment Partners Ltd | New | +316.6k |
Biggest sellers
| FMR LLC | Reduced | -2.2m |
| MORGAN STANLEY | Reduced | -653.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -641.3k |
| JPMORGAN CHASE & CO | Reduced | -499.7k |
| Holocene Advisors, LP | Reduced | -467.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -317.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -316.8k |
| Bridgewater Associates, LP | Reduced | -312.1k |
| Amundi | Reduced | -299.4k |
| Artisan Partners Limited Partnership | Reduced | -261.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7bn2.3m shares |
| JANE STREET GROUP, LLC | Added | $1.9bn1.6m shares |
| CITADEL ADVISORS LLC | Added | $1.3bn1.1m shares |
| IMC-Chicago, LLC | Added | $807.0m686.9k shares |
| PEAK6 LLC | Added | $516.6m439.7k shares |
| Walleye Trading LLC | Reduced | $215.6m183.5k shares |
| GROUP ONE TRADING LLC | Reduced | $135.5m115.3k shares |
| ROYAL BANK OF CANADA | New | $129.2m110.0k shares |
| SIMPLEX TRADING, LLC | Added | $116.7m99.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $85.4m72.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7bn2.3m shares |
| JANE STREET GROUP, LLC | Added | $2.6bn2.2m shares |
| CITADEL ADVISORS LLC | Added | $1.6bn1.3m shares |
| IMC-Chicago, LLC | Added | $1.1bn919.6k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $270.8m230.5k shares |
| Squarepoint Ops LLC | Added | $230.3m196.0k shares |
| BARCLAYS PLC | Reduced | $180.2m153.4k shares |
| SUSQUEHANNA ADVISORS GROUP, INC. | New | $176.2m150.0k shares |
| SIMPLEX TRADING, LLC | Added | $146.2m124.4k shares |
| UBS Group AG | Reduced | $146.2m124.4k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 2 | $7.0m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-01 | Abate Victor Chief Executive Officer, Wind | Sold | $4.6m4.8k shares |
| 2026-05-14 | Potvin Matthew Joseph Chief Accounting Officer | Sold | $2.5m2.3k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.38% of their portfolio | 21.8m $25.6bn | Added +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 17.6m $20.6bn | Added +35.4k |
| FMR LLC 0.82% of their portfolio | 16.2m $19.0bn | Reduced -2.2m |
| STATE STREET CORP 0.41% of their portfolio | 11.8m $13.8bn | Added +370.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.40% of their portfolio | 6.3m $7.4bn | Reduced -38.1k |
| JPMORGAN CHASE & CO 0.40% of their portfolio | 6.3m $6.9bn | Reduced -499.7k |
| MORGAN STANLEY 0.36% of their portfolio | 5.7m $6.7bn | Reduced -653.8k |
| Capital World Investors 0.70% of their portfolio | 5.0m $5.9bn | Added +744.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.25% of their portfolio | 4.7m $5.5bn | Reduced -74.3k |
| Fisher Asset Management, LLC 1.25% of their portfolio | 3.6m $4.2bn | Added +3.6m |
| NORGES BANK 0.40% of their portfolio | 3.4m $4.0bn | Not comparable |
| GOLDMAN SACHS GROUP INC 0.36% of their portfolio | 2.9m $3.5bn | Added +868.6k |
| NORTHERN TRUST CORP 0.38% of their portfolio | 2.8m $3.3bn | Added +13.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.32% of their portfolio | 2.7m $3.2bn | Reduced -42.6k |
| Invesco Ltd. 0.24% of their portfolio | 2.6m $3.1bn | Added +549.9k |
| COATUE MANAGEMENT LLC 6.18% of their portfolio | 2.6m $3.0bn | Reduced -14.2k |
| BANK OF AMERICA CORP /DE/ 0.19% of their portfolio | 2.5m $3.0bn | Reduced -77.4k |
| Bank of New York Mellon Corp 0.41% of their portfolio | 2.1m $2.5bn | Reduced -140.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.33% of their portfolio | 2.1m $2.5bn | Added +153.7k |
| Jupiter Topco LLC 0.97% of their portfolio | 2.0m $2.4bn | First filing |
| UBS Group AG 0.35% of their portfolio | 1.9m $2.2bn | Added +304.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.39% of their portfolio | 1.8m $2.1bn | Reduced -33.4k |
| Nuveen, LLC 0.46% of their portfolio | 1.6m $1.9bn | Reduced -180.5k |
| Legal & General Group Plc 0.40% of their portfolio | 1.6m $1.9bn | Reduced -138.5k |
| Newport Trust Company, LLC 4.43% of their portfolio | 1.6m $1.8bn | Reduced -41.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.59% of their portfolio | 1.6m $1.8bn | Reduced -78.0k |
| VANGUARD FIDUCIARY TRUST CO 0.40% of their portfolio | 1.5m $1.8bn | Reduced -11.0k |
| AQR CAPITAL MANAGEMENT LLC 0.60% of their portfolio | 1.5m $1.7bn | Added +40.8k |
| Amundi 0.43% of their portfolio | 1.5m $1.8bn | Reduced -299.4k |
| Capital International Investors 0.34% of their portfolio | 1.4m $1.7bn | Reduced -232.0k |
| Baird Financial Group, Inc. 2.27% of their portfolio | 1.4m $1.6bn | Added +30.3k |
| FRANKLIN RESOURCES INC 0.34% of their portfolio | 1.4m $1.6bn | Reduced -1.2k |
| ROYAL BANK OF CANADA 0.25% of their portfolio | 1.3m $1.5bn | Added +16.7k |
| CITIGROUP INC 0.66% of their portfolio | 1.2m $1.4bn | Added +104.0k |
| WELLS FARGO & COMPANY/MN 0.22% of their portfolio | 1.1m $1.3bn | Added +89.3k |
| FIRST TRUST ADVISORS LP 0.70% of their portfolio | 1.0m $1.2bn | Added +51.5k |
| RAYMOND JAMES FINANCIAL INC 0.32% of their portfolio | 993.8k $1.2bn | Added +66.9k |
| DEUTSCHE BANK AG\ 0.30% of their portfolio | 877.6k $1.0bn | Added +118.7k |
| JENNISON ASSOCIATES LLC 0.59% of their portfolio | 843.1k $990.5m | Reduced -61.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.76% of their portfolio | 818.9k $928.2m | Added +186.0k |
| ALLIANCEBERNSTEIN L.P. 0.23% of their portfolio | 803.4k $701.3m | Reduced -120.0k |
| TIGER GLOBAL MANAGEMENT LLC 3.91% of their portfolio | 797.5k $937.0m | Reduced -175.5k |
| FEDERATED HERMES, INC. 1.31% of their portfolio | 774.3k $909.6m | Reduced -11.3k |
| Swiss National Bank 0.47% of their portfolio | 760.2k $893.2m | Reduced -36.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.72% of their portfolio | 712.8k $837.4m | Reduced -12.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.47% of their portfolio | 709.2k $833.2m | Added +159.1k |
| HSBC HOLDINGS PLC 0.39% of their portfolio | 698.9k $819.2m | Added +57.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.44% of their portfolio | 669.2k $786.3m | Added +46.3k |
| BLAIR WILLIAM & CO/IL 2.02% of their portfolio | 659.7k $775.0m | Reduced -4.9k |
| BARCLAYS PLC 0.24% of their portfolio | 654.5k $768.9m | Reduced -78.6k |
| AMERICAN CENTURY COMPANIES INC 0.33% of their portfolio | 635.1k $746.1m | Added +53.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.33% of their portfolio | 635.0k $746.1m | Reduced -641.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.42% of their portfolio | 631.9k $742.4m | Added +1.0k |
| AMERIPRISE FINANCIAL INC 0.15% of their portfolio | 628.6k $739.3m | Added +58.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.52% of their portfolio | 618.6k $726.7m | Reduced -79.1k |
| DIMENSIONAL FUND ADVISORS LP 0.13% of their portfolio | 616.4k $724.1m | Reduced -16.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.39% of their portfolio | 600.4k $705.4m | Added +158.6k |
| Vanguard Global Advisers, LLC 0.32% of their portfolio | 580.7k $682.2m | Reduced -10.0k |
| National Pension Service 0.43% of their portfolio | 564.6k $663.3m | Added +16.2k |
| TD Asset Management Inc 0.56% of their portfolio | 546.7k $642.3m | Reduced -194.1k |
| California Public Employees Retirement System 0.36% of their portfolio | 538.8k $633.0m | Added +82.9k |
| BANK OF MONTREAL /CAN/ 0.23% of their portfolio | 538.0k $632.1m | Added +74.2k |
| LPL Financial LLC 0.13% of their portfolio | 499.6k $586.9m | Added +26.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.39% of their portfolio | 492.4k $578.5m | Added +57.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.14% of their portfolio | 487.8k $573.2m | Added +75.2k |
| Temasek Holdings (Private) Ltd 1.54% of their portfolio | 477.3k $560.7m | Reduced -60.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.56% of their portfolio | 473.5k $556.2m | Added +89.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.29% of their portfolio | 470.1k $552.3m | Reduced -21.8k |
| W1M Asset Management Ltd 5.01% of their portfolio | 465.5k $546.6m | Added +4.3k |
| NEUBERGER BERMAN GROUP LLC 0.36% of their portfolio | 462.9k $543.8m | Added +129.7k |
| Mariner, LLC 0.57% of their portfolio | 461.7k $542.1m | Reduced -90.5k |
| RHUMBLINE ADVISERS 0.41% of their portfolio | 461.3k $542.0m | Reduced -11.9k |
| PARNASSUS INVESTMENTS, LLC 1.42% of their portfolio | 451.9k $530.9m | Added +446.6k |
| Assenagon Asset Management S.A. 0.34% of their portfolio | 449.1k $527.6m | Added +343.6k |
| Robeco Institutional Asset Management B.V. 0.65% of their portfolio | 448.7k $527.1m | Reduced -185 |
| Artisan Partners Limited Partnership 0.83% of their portfolio | 433.0k $508.8m | Reduced -261.4k |
| CIBC Bancorp USA Inc. 0.61% of their portfolio | 421.8k $495.5m | Added +43.8k |
| Rockefeller Capital Management L.P. 0.76% of their portfolio | 420.6k $494.2m | Added +37.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.39% of their portfolio | 419.6k $492.9m | Added +35.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.44% of their portfolio | 411.4k $483.3m | Reduced -4.6k |
| AXIOM INVESTORS LLC /DE 4.18% of their portfolio | 411.1k $482.9m | Added +132.5k |
| Fundsmith LLP 3.53% of their portfolio | 409.8k $481.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.23% of their portfolio | 405.6k $476.5m | Added +15.9k |
| FRED ALGER MANAGEMENT, LLC 1.57% of their portfolio | 400.3k $470.4m | Added +59.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 383.9k $451.1m | Reduced -316.8k |
| Winslow Capital Management, LLC 1.46% of their portfolio | 360.8k $423.9m | Reduced -173.2k |
| SEI INVESTMENTS CO 0.37% of their portfolio | 356.0k $418.3m | Reduced -79.8k |
| Swedbank AB 0.34% of their portfolio | 334.7k $393.3m | Added +191.5k |
| PNC Financial Services Group, Inc. 0.19% of their portfolio | 331.3k $389.3m | Reduced -12.5k |
| NATIXIS ADVISORS, LLC 0.43% of their portfolio | 329.1k $386.6m | Added +11.8k |
| STIFEL FINANCIAL CORP 0.32% of their portfolio | 322.9k $379.3m | Added +15.3k |
| Life Cycle Investment Partners Ltd 1.73% of their portfolio | 316.6k $372.0m | New |
| Polar Capital Holdings Plc 1.01% of their portfolio | 304.4k $357.7m | Added +16.4k |
| Harel Insurance Investments & Financial Services Ltd. 1.71% of their portfolio | 300.2k $352.8m | Added +300.0k |
| SG Americas Securities, LLC 0.20% of their portfolio | 296.4k $348.2m | New |
| Tidal Investments LLC 0.84% of their portfolio | 294.7k $346.3m | Added +45.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.43% of their portfolio | 288.0k $338.3m | Reduced -13.0k |
| Allen Investment Management, LLC 3.99% of their portfolio | 286.1k $336.1m | Reduced -102.4k |
| PRUDENTIAL FINANCIAL INC 0.35% of their portfolio | 275.5k $323.7m | Reduced -15.8k |
| FIRST MANHATTAN CO. LLC. 0.81% of their portfolio | 270.6k $318.0m | Reduced -2.8k |