GE VERNOVA INC (GEV)
Institutional ownership reported to the SEC as of Q3 2026, across 13 quarters.
168
Reporting holders
$557.6M
Reported value
0.0%
Calls
0.0%
Puts
-3,301
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $150.5M | 158,328 | 0.98% | 4q | -17.8%-$32.6M |
| SAPIENT CAPITAL LLC | $72.1M | 75,860 | 0.97% | 9q | -50.1%-$72.4M |
| PARK NATIONAL CORP /OH/ | $42.4M | 44,654 | 1.15% | 10q | -1.4%-$605.5K |
| CapWealth Advisors, LLC | $30.8M | 32,375 | 2.32% | 10q | -3.1%-$982.8K |
| Venture Visionary Partners LLC | $18.8M | 19,795 | 0.49% | 10q | +12.1%+$2.0M |
| Wedmont Private Capital | $14.5M | 14,467 | 0.35% | 11q | +3.0%+$421.7K |
| Farther Finance Advisors, LLC | $13.8M | 14,566 | 0.10% | 10q | +14.6%+$1.8M |
| Overbrook Management Corp | $13.4M | 14,075 | 2.08% | 7q | +7.3%+$906.8K |
| Oak Grove Capital LLC | $9.8M | 10,265 | 0.44% | 3q | +252.3%+$7.0M |
| GAMMA Investing LLC | $9.3M | 9,787 | 0.31% | 10q | +4.8%+$428.7K |
| GLYNN CAPITAL MANAGEMENT LLC | $8.1M | 8,513 | 2.42% | 8q | -1.7%-$141.6K |
| MassMutual Private Wealth & Trust, FSB | $7.8M | 8,245 | 0.21% | 10q | +604.7%+$6.7M |
| Kessler Investment Group, LLC | $6.8M | 7,142 | 3.28% | 3q | -7.6%-$555.1K |
| CYPRESS ASSET MANAGEMENT INC/TX | $6.7M | 7,002 | 1.32% | 8q | +0.5%+$33.3K |
| CoreCap Advisors, LLC | $5.8M | 6,102 | 0.17% | 10q | -6.4%-$394.5K |
| Valeo Financial Advisors, LLC | $5.4M | 5,634 | 0.11% | 11q | +2.5%+$131.2K |
| YHB Investment Advisors, Inc. | $5.3M | 5,574 | 0.33% | 10q | +3.4%+$173.0K |
| Douglas Lane & Associates, LLC | $5.3M | 5,535 | 0.07% | 10q | -14.0%-$859.2K |
| CACTI ASSET MANAGEMENT LLC | $4.8M | 5,020 | 0.26% | 11q | HELD |
| Everhart Financial Group, Inc. | $4.8M | 5,055 | 0.30% | 10q | -0.8%-$39.9K |
| Deane Retirement Strategies, Inc. | $4.6M | 4,852 | 1.89% | new | NEW |
| Integrated Financial Solutions, Inc. | $3.6M | 3,811 | 1.86% | 4q | +5.3%+$181.5K |
| EASTERN BANK | $3.5M | 3,670 | 0.05% | 9q | +9.9%+$313.7K |
| Central Pacific Bank - Trust Division | $3.1M | 3,264 | 0.33% | 10q | -14.0%-$505.7K |
| Apella Capital, LLC | $2.8M | 2,795 | 0.04% | 9q | +49.5%+$922.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.8M | 2,915 | 0.03% | 10q | +0.7%+$18.1K |
| ARMSTRONG HENRY H ASSOCIATES INC | $2.5M | 2,600 | 0.22% | 10q | HELD |
| Versant Capital Management, Inc | $2.5M | 2,578 | 0.21% | 10q | +2.2%+$53.2K |
| RHODES INVESTMENT ADVISORS INC /ADV | $2.3M | 2,465 | 1.66% | 4q | HELD |
| Atlas Brown,Inc. | $2.3M | 2,452 | 0.61% | 10q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.3M | 2,381 | 0.19% | 10q | -27.2%-$845.0K |
| Cadent Capital Advisors, LLC | $2.2M | 2,332 | 0.48% | 6q | +9.0%+$182.5K |
| Silverleafe Capital Partners, LLC | $2.2M | 2,278 | 0.62% | 6q | -6.7%-$154.9K |
| Veracity Capital LLC | $2.0M | 2,156 | 0.55% | 8q | HELD |
| Whalen Wealth Management Inc. | $2.0M | 2,134 | 0.87% | 3q | -24.0%-$639.7K |
| Castle Rock Wealth Management, LLC | $2.0M | 1,942 | 0.38% | 4q | -19.8%-$492.0K |
| Vann Equity Management LLC | $2.0M | 2,100 | 1.19% | 3q | -13.3%-$306.9K |
| HALL LAURIE J TRUSTEE | $1.9M | 2,019 | 0.61% | 10q | -2.2%-$42.8K |
| Whitaker-Myers Wealth Managers, LTD. | $1.9M | 1,994 | 0.31% | 4q | -12.7%-$274.6K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $1.9M | 1,948 | 0.07% | 10q | -9.5%-$193.9K |
| TOTH FINANCIAL ADVISORY CORP | $1.7M | 1,825 | 0.17% | 9q | +1.3%+$22.8K |
| STABLEFORD CAPITAL II LLC | $1.7M | 1,810 | 0.60% | 10q | +28.2%+$378.3K |
| DLK Investment Management, LLC | $1.7M | 1,756 | 0.61% | 10q | -6.8%-$121.7K |
| Wealth Enhancement Trust Services, Inc. | $1.6M | 1,709 | 0.17% | 4q | -47.5%-$1.5M |
| Avidian Wealth Enterprises, LLC | $1.6M | 1,634 | 0.04% | 8q | +10.5%+$147.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.5M | 1,630 | 0.13% | 9q | -1.7%-$27.6K |
| Financial Enhancement Group LLC | $1.5M | 1,550 | 0.18% | 8q | -0.7%-$11.0K |
| Parrish Capital LLC | $1.5M | 1,616 | 1.50% | 4q | +1.4%+$21.9K |
| Breakwater Capital Group | $1.5M | 1,590 | 0.18% | 10q | -8.8%-$145.4K |
| Legacy Private Trust Co. | $1.5M | 1,585 | 0.08% | 2q | +23.8%+$289.9K |
| Weaver Consulting Group | $1.3M | 1,377 | 0.25% | 9q | +0.7%+$9.5K |
| RVW Wealth, LLC | $1.3M | 1,356 | 0.08% | 5q | -41.9%-$927.7K |
| Cambridge Financial Group, LLC | $1.3M | 1,097 | 0.41% | 10q | HELD |
| Family Legacy Financial Solutions, LLC | $1.3M | 1,347 | 0.74% | 2q | +169.9%+$806.1K |
| Cooper Financial Group | $1.3M | 1,341 | 0.10% | 5q | -3.6%-$47.5K |
| Bath Savings Trust Co | $1.1M | 1,193 | 0.12% | 10q | -0.9%-$10.4K |
| ARMSTRONG ADVISORY GROUP, INC | $1.1M | 1,162 | 0.07% | 10q | HELD |
| Capital Advisors Wealth Management, LLC | $1.1M | 1,130 | 0.12% | 8q | -2.9%-$32.3K |
| Worth Asset Management, LLC | $1.1M | 1,126 | 0.31% | 6q | +27.7%+$231.9K |
| AVITY INVESTMENT MANAGEMENT INC. | $1.0M | 1,084 | 0.06% | 9q | +14.7%+$132.1K |
| Bank of New Hampshire | $1.0M | 1,058 | 0.22% | 10q | HELD |
| Intelligence Driven Advisers, LLC | $981.9K | 1,033 | 0.17% | 6q | -2.9%-$29.5K |
| Kaizen Financial Strategies | $969.4K | 1,020 | 0.38% | 6q | +1.7%+$16.2K |
| Byrne Asset Management LLC | $967.7K | 980 | 0.54% | 10q | +1.0%+$9.9K |
| TrueWealth Advisors, LLC | $924.0K | 972 | 0.21% | 4q | -11.6%-$120.7K |
| Adirondack Capital Advisors, LLC | $922.0K | 970 | 0.48% | 4q | HELD |
| CHAPIN DAVIS, INC. | $914.7K | 962 | 0.18% | 7q | -1.9%-$18.1K |
| Exchange Bank | $906.8K | 954 | 0.56% | 8q | HELD |
| New Covenant Trust Company, N.A. | $866.8K | 912 | 0.60% | 3q | +26.8%+$183.4K |
| TOMPKINS FINANCIAL CORP | $850.7K | 895 | 0.06% | 10q | -2.1%-$18.1K |
| First Heartland Consultants, Inc. | $826.3K | 869 | 0.05% | 9q | -1.9%-$16.2K |
| Plan A Wealth LLC | $807.0K | 849 | 0.29% | 8q | -6.4%-$55.1K |
| M.E. ALLISON & CO., INC. | $804.3K | 846 | 0.45% | 8q | HELD |
| Acropolis Investment Management, LLC | $787.0K | 828 | 0.03% | 5q | -50.2%-$793.7K |
| Sound Income Strategies, LLC | $742.6K | 743 | 0.03% | 10q | +25.1%+$148.9K |
| Investment Partners Asset Management, Inc. | $729.0K | 767 | 0.39% | 8q | -0.6%-$4.8K |
| MRA Advisory Group | $712.1K | 749 | 0.27% | 2q | -14.7%-$122.7K |
| Bill Few Associates, Inc. | $707.2K | 744 | 0.15% | 6q | -0.7%-$4.8K |
| Balefire, LLC | $690.1K | 726 | 0.11% | 5q | -4.0%-$28.5K |
| Legacy Wealth Asset Management, LLC | $687.2K | 723 | 0.15% | new | NEW |
| DAVIDSON TRUST CO | $674.8K | 710 | 0.27% | 8q | -4.7%-$33.3K |
| Graves Light Lenhart Wealth, Inc. | $666.3K | 701 | 0.06% | 8q | -6.2%-$43.7K |
| Prota Financial, LLC | $664.6K | 673 | 0.42% | 4q | +2.7%+$17.8K |
| Monument Capital Management | $640.6K | 674 | 0.13% | 6q | -4.0%-$26.6K |
| BOS Asset Management, LLC | $629.2K | 662 | 0.15% | 8q | -7.3%-$49.4K |
| ROCKLAND TRUST CO | $624.5K | 657 | 0.02% | 6q | -6.4%-$42.8K |
| BONNESS ENTERPRISES INC | $589.3K | 620 | 0.19% | 6q | HELD |
| RIVERSEDGE ADVISORS, LLC | $589.3K | 620 | 0.07% | 5q | +4.7%+$26.6K |
| PRIVATE CLIENT SERVICES, LLC | $575.2K | 605 | 0.15% | 5q | +3.6%+$20.0K |
| Bangor Savings Bank | $575.0K | 605 | 0.04% | 10q | -3.2%-$19.0K |
| ARGUS INVESTORS' COUNSEL, INC. | $558.9K | 588 | 0.43% | new | NEW |
| LifeGoal Investments, LLC | $553.2K | 582 | 0.17% | 3q | +16.4%+$77.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $533.2K | 561 | 0.04% | 9q | +5.8%+$29.5K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $532.4K | 560 | 0.08% | 6q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $513.7K | 540 | 0.10% | 6q | -1.1%-$5.7K |
| Hickory Point Bank & Trust | $484.8K | 510 | 0.29% | 6q | HELD |
| Dupree Financial Group, LLC | $466.7K | 491 | 0.17% | new | NEW |
| Successful Portfolios LLC | $464.8K | 470 | 0.21% | 6q | HELD |
| Sprinkle Financial Consultants LLC | $446.7K | 470 | 0.17% | 9q | HELD |
| CENTRAL BANK & TRUST CO | $423.9K | 446 | 0.06% | 6q | HELD |
Showing the largest 100 of 174 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-27 | 2026-08-25 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-01 | Abate Victor | Chief Executive Officer, Wind | Sold | 4,819 | $4.6M |
| 2026-05-14 | Potvin Matthew Joseph | Chief Accounting Officer | Sold | 2,333 | $2.5M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 168 | $557.6M | 585,115 | 12 | 58 | 57 | 0.0% |
| Q2 2026 | 3,469 | $289.0B | 227,467,918 | 448 | 1,390 | 940 | 7.9% |
| Q1 2026 | 3,132 | $192.6B | 206,325,816 | 451 | 1,204 | 846 | 6.9% |
| Q4 2025 | 2,832 | $147.1B | 208,938,203 | 276 | 1,106 | 751 | 7.2% |
| Q3 2025 | 2,567 | $140.3B | 212,523,608 | 294 | 992 | 677 | 6.9% |
| Q2 2025 | 2,406 | $120.0B | 211,940,253 | 560 | 823 | 583 | 6.6% |
| Q1 2025 | 1,959 | $68.3B | 210,829,330 | 205 | 746 | 565 | 5.9% |
| Q4 2024 | 1,913 | $74.2B | 217,099,570 | 289 | 609 | 532 | 3.8% |
| Q3 2024 | 1,633 | $58.1B | 218,507,038 | 299 | 509 | 503 | 4.1% |
| Q2 2024 | 1,465 | $38.8B | 221,719,210 | 1,398 | 44 | 8 | 2.0% |
| Q1 2024 | 74 | $1.2B | 8,351,510 | 72 | 1 | 0 | 3.1% |
| Q4 2023 | 2 | $10.3M | 17,898 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $641.0K | 981 | 0 | 0 | 0 | 0.0% |