Guru Ownership Trend
Guru Analysis for GE Vernova Inc. (GEV)
GE Vernova Inc. (GEV), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.72 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Notably, Alan Fournier has expressed high conviction in this stock, allocating 5.44% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $4.13 B net inflow during the quarter.
Recent activity highlights Ken Fisher who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 71.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for GE Vernova Inc. (GEV)
Major holders include Ken Fisher ($4.18 B), Cliff Asness ($1.71 B), Chase Coleman ($936.96 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 6.48 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.13 B, with 10 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited GEV. The total reported sell value was $585.7 M.
Yes, 5 managers opened new positions in GEV, and 5 increased their existing holdings. The total reported buy value was $4.71 B.
