Why GE Vernova (GEV) Is Emerging as an AI Power Winner
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Ge Vernova Inc. (GEV)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 3,559,479 | $4,181,889,801 | +90037% | 1.25% |
| 2. | Coatue Management Philippe Laffont | 2,558,164 | $3,005,484,557 | -1% | 6.18% |
| 3. | AQR Capital Management Cliff Asness | 1,521,865 | $1,709,176,459 | +3% | 0.6% |
| 4. | 1,328,000 | $1,560,214,080 | +22% | 0.18% | |
| 5. | 1,138,000 | $1,336,990,680 | +10% | 0.15% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $948.08 | 4,819 | $4,568,797.52 | 1,835 | 2026-06-01 | Filing | |
| $1,059.09 | 2,333 | $2,470,856.97 | 3,549 | 2026-05-14 | Filing | |
| $850.00 | 5,300 | $4,505,000.00 | 12,646 | 2026-03-03 | Filing | |
| $620.00 | 3,300 | $2,046,000.00 | 7,590 | 2025-08-26 | Filing | |
| $368.16 | 18,803 | $6,922,512.48 | 0 | 2025-04-28 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,763,980 | $25,569,629,855 | 0.38% | |
| 2. | 17,552,000 | $20,621,142,719 | 0.44% | |
| 3. | 16,150,499 | $18,974,575,946 | 0.82% | |
| 4. | 11,765,340 | $13,828,380,123 | 0.41% | |
| 5. | 6,346,988 | $7,436,524,074 | 0.4% |
News See All
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