GE Vernova Inc. (GEV)
What changed in recent filings
- Revenue +22% YoYQuarter ended Jun 30, 2026
- Institutions — 4 new · 2 added · 5 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
GE Vernova Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 22, 2026Revenue +21.9% YoY · EPS $2.47Released before the open: Jul 21 close → Jul 22 close, the stock moved -8.7% · over the same window, market -0.1% · sector +0.4%
- 26Q1Released Apr 22, 2026Revenue +16.3% YoY · EPS $17.44Released before the open: Apr 21 close → Apr 22 close, the stock moved +13.7% · over the same window, market +1.0% · sector -1.0%
- 25Q4Released Jan 28, 2026Revenue +3.8% YoY · EPS $13.28Released before the open: Jan 27 close → Jan 28 close, the stock moved +2.7% · over the same window, market +0.0% · sector +0.2%
- 25Q3Released Oct 22, 2025Revenue +11.8% YoY · EPS $1.64Released before the open: Oct 21 close → Oct 22 close, the stock moved -1.6% · over the same window, market -0.5% · sector -1.6%
Institutions holding GE Vernova Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2024 Q1: 1 → 2026 Q2: 12 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold GE Vernova Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Temasek Holdings (Singapore)1.51% of portfolio · since 2024 Q2
- Coatue Management6.18% of portfolio · since 2024 Q2
- Bridgewater Associates0.59% of portfolio · since 2024 Q2
- National Pension Service (Korea)0.43% of portfolio · since 2024 Q2
- Dodge & Cox0.08% of portfolio · since 2024 Q2
- Caisse de depot (Quebec)0.05% of portfolio · since 2024 Q2
- Capital World Investors0.70% of portfolio · since 2025 Q1
- Tiger Global Management3.91% of portfolio · since 2025 Q1
- Pzena Investment ManagementNew this quarterunder 0.01% of portfolio · since 2026 Q2
- BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2
- FundsmithNew this quarter3.53% of portfolio · since 2026 Q2
- Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
GE Vernova Inc. is an energy company focused on technologies and services that generate, transfer, convert, orchestrate, and store electricity. Its business is organized around three core segments: Power, Wind, and Electrification. The Power segment provides gas, nuclear, hydro, and steam technologies along with related equipment and service support for industrial, government, and other customers. The Wind segment supplies onshore and offshore wind turbines and blades, while the Electrification segment offers grid solutions, power conversion, electrification software, and solar and storage solutions. GE Vernova serves markets across the United States, Europe, Asia, the Middle East, and Africa, supporting electric power systems across generation, transmission, distribution, and storage applications. Headquartered in Cambridge, Massachusetts, the company operates as a diversified industrial energy platform with a central role in modern power infrastructure.
What is the Industrials sector?
Heavy equipment and automation. Tied to reshoring and infrastructure spending.
GE Vernova Inc. is classified under the Industrials sector. See peers below.
GE Vernova Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
GE Vernova Inc. vs Industrials sector benchmark
Median of 25 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
GEV revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $11.1B, +21.9% YoY.
The largest segment is Products, 58.2% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Products segment (about 79% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
GEV segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding GE Vernova Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
GEV on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Industrials average
Peers · Industrials
GEV FAQ
What is GE Vernova Inc. (GEV)?
GE Vernova Inc. is an energy company focused on technologies and services that generate, transfer, convert, orchestrate, and store electricity. Its business is organized around three core segments: Power, Wind, and Electrification. The Power segment provides gas, nuclear, hydro, and steam technologies along with related equipment and service support for industrial, government, and other customers. The Wind segment supplies onshore and offshore wind turbines and blades, while the Electrification segment offers grid solutions, power conversion, electrification software, and solar and storage solutions. GE Vernova serves markets across the United States, Europe, Asia, the Middle East, and Africa, supporting electric power systems across generation, transmission, distribution, and storage applications. Headquartered in Cambridge, Massachusetts, the company operates as a diversified industrial energy platform with a central role in modern power infrastructure.
What sector is GE Vernova Inc. in?
GE Vernova Inc. is classified under Industrials. Heavy equipment and automation. Tied to reshoring and infrastructure spending.
What are GE Vernova Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 13.0%, Operating margin 5.9%, Net margin 23.0%, ROE 43.7%, Debt-to-equity 0.23x. Definitions and interpretation are available on Stocklore.
What are GE Vernova Inc.'s main revenue segments?
The largest segment is Products, about 58.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze GE Vernova Inc. (GEV) stock?
On Stocklore you can see GEV's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.