GE Vernova Inc.
MX ˙ BMV
SecurityMX:GEV / GE Vernova Inc.
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership5,200 shares
Latest Disclosed Value $ 4,539,480
Valeo Financial Advisors, LLC reports 27.05% decrease in ownership of GEV / GE Vernova Inc.

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 5,200 shares of GE Vernova Inc. (MX:GEV) valued at $4,539,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,128 shares of GE Vernova Inc.. This represents a change in shares of -27.05% 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)
2026-05-08 2026-03-31 13F GE VERNOVA INC COM Stock 36828A101 5,200 -1,928 -27.05 4,539 -2.55 0.1083
2026-02-04 2025-12-31 13F GE VERNOVA INC COM Stock 36828A101 7,128 85 1.21 4,658 7.58 0.1034
2025-11-03 2025-09-30 13F GE VERNOVA INC COM Stock 36828A101 7,043 -88 -1.23 4,331 14.76 0.0986
2025-09-12 2025-06-30 13F/A-1 GE VERNOVA INC COM Stock 36828A101 7,131 86 1.22 3,773 75.49 0.0927
2025-07-22 2025-06-30 13F GE VERNOVA INC COM Stock 36828A101 7,098 53 3,756 0.0903
2025-04-30 2025-03-31 13F GE VERNOVA INC COM Stock 36828A101 7,045 583 9.02 2,151 1.18 0.0600
2025-01-30 2024-12-31 13F GE VERNOVA INC COM Stock 36828A101 6,462 220 3.52 2,125 33.56 0.0591
2024-10-10 2024-09-30 13F GE VERNOVA INC COM Stock 36828A101 6,242 1,429 29.69 1,592 92.85 0.0454
2024-07-10 2024-06-30 13F GE VERNOVA INC COM Stock 36828A101 4,813 206 4.47 825 22.59 0.0258
2024-04-25 2024-03-31 13F/A-1 GE VERNOVA INC COM Stock 36828A101 4,607 4,607 673 0.0241
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.