COM
GEV
GE VERNOVA INC
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus12.9/100→ 0Current quarter score · 2026 Q2
Investors holding3
New positions1
Increased0
Decreased2
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Philippe LaffontCoatue Management | 6.18%-1.5 pp | 2,558,164 | -0.6% | Decreased | 2026-08-14 | SEC filing |
| Chase ColemanTiger Global | 3.91%+0.2 pp | 797,511 | -18.0% | Decreased | 2026-08-14 | SEC filing |
| Terry Smith / FundsmithFundsmith | 3.53%+3.5 pp | 409,835 | — | New | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 3 |
| 2026 Q1 | 2 |
| 2025 Q4 | 2 |
| 2025 Q3 | 3 |
| 2025 Q2 | 2 |
| 2025 Q1 | 2 |
| 2024 Q4 | 3 |
| 2024 Q3 | 4 |
| 2024 Q2 | 4 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 0 |
| 2023 Q1 | 0 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth5.6 / 30
conviction1.7 / 20
activity2.2 / 20
trend1.4 / 15
persistence2.0 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Advanced · SEC data & downloads
CUSIP 36828A101 · COM
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Coatue Management · 13F-HR · SEC filing · TXT
Tiger Global · 13F-HR · SEC filing · TXT
Fundsmith · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups