GE Vernova Inc.
US ˙ NYSE

SecurityGEV / GE Vernova Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership139,815 shares
Latest Disclosed Value $ 122,068,975
Advisor Group Holdings, Inc. reports 3.04% increase in ownership of GEV / GE Vernova Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 139,815 shares of GE Vernova Inc. (US:GEV) valued at $122,044,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 135,685 shares of GE Vernova Inc.. This represents a change in shares of 3.04% during the quarter. The current value of the position is $134,132,918 USD.

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)
2026-05-15 2026-03-31 13F GE VERNOVA COM 36828A101 139,815 4,130 3.04 122,069 37.63 0.1040
2026-02-17 2025-12-31 13F GE VERNOVA COM 36828A101 135,685 39,795 41.50 88,693 51.11 0.1296
2025-11-14 2025-09-30 13F GE VERNOVA COM 36828A101 95,890 15,783 19.70 58,696 40.97 0.0822
2025-09-04 2025-06-30 13F/A-1 E VERNOVA COM 36828A101 80,107 27,467 52.18 41,637 159.08 0.0741
2025-08-13 2025-06-30 13F E VERNOVA COM 36828A101 55,593 2,953 20,102 0.0232
2025-05-12 2025-03-31 13F GE VERNOVA COM 36828A101 52,640 -5,578 -9.58 16,072 -7.16 0.0358
2025-06-06 2024-12-31 13F/A-1 GE VERNOVA COM 36828A101 58,218 14,082 31.91 17,311 53.84 0.0389
2025-02-07 2024-12-31 13F GE VERNOVA COM 36828A101 42,388 -1,748 10,113 0.0258
2024-11-13 2024-09-30 13F GE VERNOVA COM 36828A101 44,136 -24,465 -35.66 11,253 -4.35 0.0254
2024-08-13 2024-06-30 13F GE VERNOVA COM 36828A101 68,601 68,601 11,765 0.0278
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.