GE Vernova Inc.
MX ˙ BMV
SecurityMX:GEV / GE Vernova Inc.
InstitutionBraun Stacey Associates Inc
Latest Disclosed Ownership37,661 shares
Latest Disclosed Value $ 32,874,287
Braun Stacey Associates Inc reports 2.93% decrease in ownership of GEV / GE Vernova Inc.

On April 22, 2026 - Braun Stacey Associates Inc filed a 13F-HR form disclosing ownership of 37,661 shares of GE Vernova Inc. (MX:GEV) valued at $32,874,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 38,799 shares of GE Vernova Inc.. This represents a change in shares of -2.93% 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)
2026-04-22 2026-03-31 13F GE VERNOVA COM 36828A101 37,661 -1,138 -2.93 32,874 29.64 1.0929
2026-01-20 2025-12-31 13F GE VERNOVA COM 36828A101 38,799 -1,212 -3.03 25,358 3.07 0.8218
2025-10-21 2025-09-30 13F GE VERNOVA COM 36828A101 40,011 -5,796 -12.65 24,603 1.50 0.8059
2025-08-12 2025-06-30 13F GE VERNOVA COM 36828A101 45,807 9,686 26.82 24,239 119.81 0.8771
2025-04-29 2025-03-31 13F GE VERNOVA COM 36828A101 36,121 237 0.66 11,027 -6.57 0.4509
2025-01-31 2024-12-31 13F GE VERNOVA COM 36828A101 35,884 -7,607 -17.49 11,803 6.44 0.4408
2024-11-07 2024-09-30 13F GE VERNOVA LLC COM COM 36828A101 43,491 -84,476 -66.01 11,089 52,704.76 0.4210
2024-07-29 2024-06-30 13F GE VERNOVA LLC COM COM 36828A101 127,967 127,967 22 0.8508
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.