Follow-The-Filings

Security · featured owners

GEV GE Vernova

Ge Vernova Inc. Industrials COM Equity as of 2026 Q2 among managers we track

  • 17 Owners
  • #38
  • Max 6.2%
  • Master 0.29%
  • $4.9B
  • 8 new 5 reduce

Who owns this now

Largest portfolio weights among featured holders · max 6.2% (Philippe Laffont - Coatue Management) · not free-float ownership

  1. Philippe Laffont reduce 6.2%
  2. Chase Coleman reduce 3.9%
  3. Terry Smith new 3.5%
  4. Polen Capital Management new 2.0%
  5. Ben Jacobs new 1.5%
  6. Muhlenkamp & Co. 0.49%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Philippe Laffont - Coatue Management 2026 Q2 6.2% Reduce −0.6% 2,558,164 $3B history
Chase Coleman - Tiger Global Management 2026 Q2 3.9% Reduce −18.0% 797,511 $937M history
Terry Smith - Fundsmith 2026 Q2 3.5% New 3.5% 409,835 $481M history
Polen Capital Management 2026 Q2 2.0% New 2.0% 196,612 $231M history
Dodge & Cox 2026 Q2 0.08% Reduce −4.9% 122,871 $144M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.13% Hold 44,433 $52M history
Ben Jacobs - Anomaly Capital Management 2026 Q2 1.5% New 1.5% 32,519 $38M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.26% Hold 1,994 $2M history
Muhlenkamp & Co. 2026 Q2 0.49% Hold 1,426 $2M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.02% Reduce −1.1% 1,423 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 1,109 $1M history
Steven Check - Check Capital Management 2026 Q2 0.03% New 0.03% 901 $1M history
Mairs & Power 2026 Q2 0.01% Hold 846 $994K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.27% Reduce −8.5% 476 $559K history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.05% New 0.05% 193 $227K history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% New <0.01% 184 $216K history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% New <0.01% 15 $18K history

17 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 8.01,9.01 Filing Doc
424B5 Filing Doc
424B3 Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Jun 1, 2026 Filing Doc
4 Period May 20, 2026 · 8 forms Filing Doc
4 Period May 14, 2026 · 9 forms Filing Doc
4 Period Apr 27, 2026 Filing Doc
4 Period Apr 3, 2026 Filing Doc
4 Period Feb 27, 2026 · 5 forms Filing Doc

Updated 10 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $34.94B $38.07B
Gross profit $6.08B $7.54B
Gross margin * 17.4% 19.8%
Net income $1.55B $4.88B
Net margin * 4.4% 12.8%

Balance sheet

Metric FY2024 FY2025
Total current assets $34.15B $40.22B
Total non-current assets * $17.33B $22.8B
Total assets $51.48B $63.02B
Total current liabilities $31.68B $40.97B
Total non-current liabilities * $9.21B $9.75B
Total equity $9.55B $11.18B

Cash flow

Metric FY2024 FY2025
Cash from operations $2.58B $4.99B
Cash from investing -$37M -$755M
Cash from financing $3.65B -$3.81B
Net change in cash $6.05B $0.644B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders