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GE Vernova Inc.

GEV Industrials
$940.66 +$33.87 (3.74%)
Market Cap: $252.77 B
Gurus Holding
14
Popularity Rank
#131
% of Shares Held
1.10%
Net Activity (Q1 2026)
-$146.91 M

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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.79 B.

Top institutional holders include Cliff Asness and Chase Coleman.

Institutional sentiment is currently Bearish. This is evidenced by a $146.91 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 68.4%. Conversely, Paul Tudor Jones reduced exposure by 92.1%.

Key Holders

Top 5 by Value

$1.27 B
$849.33 M
$379.62 M
$17.89 M
$16.29 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$328.07 M
Total Buy Value
New Buys 0
Additions 4
-$474.98 M
Total Sell Value
Reductions 8
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
10
Net Buyers
4

FAQs for GE Vernova Inc. (GEV)

Major holders include Cliff Asness ($1.27 B), Chase Coleman ($849.33 M), Ray Dalio ($379.62 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 2.96 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $146.91 M, with 4 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 2 fully exited GEV. The total reported sell value was $474.98 M.

Yes, 0 managers opened new positions in GEV, and 4 increased their existing holdings. The total reported buy value was $328.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.58% Add 34.1% 1,481,073 $1.27 B Q1 2026
3.72% 972,994 $849.33 M Q1 2026
1.69% Reduce -34.7% 434,897 $379.62 M Q1 2026
4.96% Reduce -9.3% 20,500 $17.89 M Q1 2026
0.05% Add 58.1% 18,665 $16.29 M Q1 2026
0.13% Reduce -1.9% 14,622 $12.76 M Q1 2026
0.06% Reduce -74.3% 10,407 $9.08 M Q1 2026
0.00% Reduce -42.9% 3,949 $3.45 M Q1 2026
0.00% Reduce -92.1% 1,522 $1.33 M Q1 2026
0.01% Reduce -0.3% 1,439 $1.26 M Q1 2026
0.33% 1,426 $1.24 M Q1 2026
0.01% Reduce -9.3% 846 $738,473 Q1 2026
0.07% Add 1.8% 579 $505,409 Q1 2026
0.00% Add 68.4% 32 $26,155 Q1 2026
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