Investigate / reported ownership
GEV
GE Vernova Inc
9 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning GEV?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 3.9% | 6q | $937M | 797,511 |
| 2 | Polen Capital Management | 2.0% | — 1q | $231M | 196,612 |
| 3 | Joel Greenblatt | 0.1% | 10q | $171M | 145,490 |
| 4 | Terry Smith | 3.3% | — 1q | $151M | 128,646 |
| 5 | Dodge & Cox Funds | 0.1% | 9q | $144M | 122,871 |
Go beyond ownership.
GE Vernova designs, manufactures, delivers and services equipment and technologies that generate, transfer, orchestrate, convert and store electricity.
Question to investigate: Can servicing the installed base and better contract underwriting offset execution, quality, and supply chain pressures across the portfolio?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Chase Coleman · 2026Q2 · filed 2026-08-14 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Terry Smith · 2026Q2 · filed 2026-08-14 ↗
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Christopher Bloomstran · 2026Q2 · filed 2026-08-14 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Terry Smith | NEW | 3.3% | New position | $151M | Aug 14, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 36828A101. No current price, valuation or manager motive is inferred.