GE Vernova Inc.
MX ˙ BMV
SecurityMX:GEV / GE Vernova Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership958,698 shares
Latest Disclosed Value $ 836,847,497
First Trust Advisors Lp reports 14.78% increase in ownership of GEV / GE Vernova Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 958,698 shares of GE Vernova Inc. (MX:GEV) valued at $836,847,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 835,278 shares of GE Vernova Inc.. This represents a change in shares of 14.78% 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)
2026-05-13 2026-03-31 13F GE VERNOVA COM 36828A101 958,698 123,420 14.78 836,847 53.29 0.5964
2026-02-13 2025-12-31 13F GE VERNOVA COM 36828A101 835,278 184,635 28.38 545,913 36.45 0.3968
2025-11-12 2025-09-30 13F GE VERNOVA COM 36828A101 650,643 203,600 45.54 400,080 69.13 0.2973
2025-08-13 2025-06-30 13F GE VERNOVA COM 36828A101 447,043 223,528 100.01 236,553 246.68 0.1903
2025-05-14 2025-03-31 13F GE VERNOVA COM 36828A101 223,515 49,366 28.35 68,235 19.12 0.0604
2025-02-13 2024-12-31 13F GE VERNOVA COM 36828A101 174,149 19,531 12.63 57,283 45.30 0.0505
2024-11-13 2024-09-30 13F GE VERNOVA COM 36828A101 154,618 36,767 31.20 39,424 95.05 0.0376
2024-08-13 2024-06-30 13F GE VERNOVA COM 36828A101 117,851 117,851 20,213 0.0206
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.