GE Vernova Inc.
MX ˙ BMV
SecurityMX:GEV / GE Vernova Inc.
InstitutionAlTi Global, Inc.
Latest Disclosed Ownership978 shares
Latest Disclosed Value $ 854,255
AlTi Global, Inc. reports 7.91% decrease in ownership of GEV / GE Vernova Inc.

On May 7, 2026 - AlTi Global, Inc. filed a 13F-HR form disclosing ownership of 978 shares of GE Vernova Inc. (MX:GEV) valued at $854,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,062 shares of GE Vernova Inc.. This represents a change in shares of -7.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F GE VERNOVA COM 36828A101 978 -84 -7.91 854 23.05 0.0186
2026-02-13 2025-12-31 13F GE VERNOVA COM 36828A101 1,062 9 0.85 694 7.26 0.0149
2025-11-06 2025-09-30 13F GE VERNOVA COM 36828A101 1,053 52 5.19 648 22.08 0.0152
2025-07-31 2025-06-30 13F GE VERNOVA COM 36828A101 1,001 1,001 530 0.0133
2025-05-15 2025-03-31 13F GE VERNOVA COM 36828A101 0 -1,477 -100.00 0 -100.00
2025-02-14 2024-12-31 13F GE VERNOVA COM 36828A101 1,477 528 55.64 490 103.32 0.0118
2024-11-14 2024-09-30 13F GE VERNOVA COM 36828A101 949 -447 -32.02 242 0.84 0.0058
2024-08-14 2024-06-30 13F GE VERNOVA COM 36828A101 1,396 1,396 239 0.0064
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.