GEVNYSEElectronic & Other Electrical Equipment (No Computer Equip)Fiscal year ends December 31
GE Vernova Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 22, 2026
$908.44−12.76 (-1.39%)
Close on Oct 19, 2026
- Market cap
- $245.28B
- P/E (TTM)
- 26.0
- Dividend yield
- 0.14%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.8%
212M of 266M shares
Institutional holders
3,440
483 new, 128 sold out
Net institutional buying
10M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $11.54M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 20,150,500 | 7.47% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 18,316,285 | 6.80% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 17,964,644 | 6.50% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GEV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,763,980 | 8.17% | $25.57B | +1,037,370 | 0.38% |
| Vanguard Capital Management LLC | 17,552,000 | 6.59% | $20.62B | +35,400 | 0.44% |
| FMR LLC | 16,150,499 | 6.06% | $18.97B | −2,186,436 | 0.82% |
| State Street Corp | 11,765,340 | 4.42% | $13.83B | +370,842 | 0.41% |
| Geode Capital Management, LLC | 6,346,988 | 2.38% | $7.44B | −38,090 | 0.40% |
| JPMorgan Chase & Co | 6,253,305 | 2.35% | $6.89B | −499,658 | 0.38% |
| Morgan Stanley | 5,715,959 | 2.15% | $6.72B | −653,764 | 0.36% |
| Capital World Investors | 5,007,405 | 1.88% | $5.88B | +744,545 | 0.70% |
| Vanguard Portfolio Management LLC | 4,723,958 | 1.77% | $5.55B | −74,278 | 0.25% |
| Fisher Asset Management, LLC | 3,559,479 | 1.34% | $4.18B | +3,555,530 | 1.25% |
| Norges Bank | 3,419,249 | 1.28% | $4.02B | New | 0.40% |
| Goldman Sachs Group Inc | 2,941,181 | 1.10% | $3.46B | +868,562 | 0.30% |
| Northern Trust Corp | 2,801,215 | 1.05% | $3.29B | +13,870 | 0.38% |
| Price T Rowe Associates Inc /Md/ | 2,715,924 | 1.02% | $3.19M | −42,565 | 0.32% |
| Invesco Ltd. | 2,611,700 | 0.98% | $3.07B | +549,901 | 0.24% |
| Coatue Management LLC | 2,558,164 | 0.96% | $3.01B | −14,194 | 6.18% |
| Bank Of America Corp /De/ | 2,520,821 | 0.95% | $2.96B | −77,357 | 0.19% |
| Bank of New York Mellon Corp | 2,125,762 | 0.80% | $2.50B | −140,273 | 0.41% |
| Charles Schwab Investment Management Inc | 2,114,132 | 0.79% | $2.48B | +153,661 | 0.33% |
| Jupiter Topco LLC | 2,018,612 | 0.76% | $2.37B | New | 0.97% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,440 | 212M | 79.8% | 483 / 1472 | 1004 / 128 | 22M | 13M |
| Q1 2026 | 3,137 | 204M | 76.7% | 486 / 1277 | 914 / 128 | 41M | 21M |
| Q4 2025 | 2,818 | 210M | 79.0% | 450 / 1161 | 807 / 123 | 21M | 23M |
| Q3 2025 | 2,547 | 212M | 79.7% | 312 / 1065 | 736 / 119 | 22M | 21M |
| Q2 2025 | 2,390 | 212M | 79.6% | 588 / 863 | 630 / 119 | 24M | 23M |
| Q1 2025 | 1,950 | 211M | 79.1% | 229 / 798 | 606 / 155 | 21M | 26M |
| Q4 2024 | 1,902 | 216M | 81.2% | 409 / 635 | 574 / 98 | 26M | 29M |
| Q3 2024 | 1,622 | 220M | 82.6% | 299 / 542 | 534 / 119 | 46M | 29M |
| Q2 2024 | 1,458 | 222M | 83.2% | 1396 / 44 | 10 / 10 | 213M | 0M |
| Q1 2024 | 73 | 8M | 3.1% | 72 / 1 | 0 / 0 | 8M | 0M |
| Q4 2023 | 2 | 0M | 0.0% | 2 / 0 | 0 / 0 | 0M | 0M |
| Q4 2021 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GEV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 8,530,901 | 3.20% | $10.02B | 0.44% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 6,962,970 | 2.61% | $8.18B | 0.49% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 3,696,068 | 1.39% | $4.34B | 0.49% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,449,169 | 1.30% | $3.34B | 0.40% | May 31, 2026 |
| Vanguard Growth Index Fund | 2,857,972 | 1.07% | $3.36B | 0.89% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 2,599,109 | 0.98% | $3.05B | 2.51% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 1,583,831 | 0.59% | $1.86B | 5.48% | Jun 30, 2026 |
| Fidelity Contrafund | 1,499,772 | 0.56% | $1.76B | 0.98% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 1,458,781 | 0.55% | $1.71B | 0.49% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,201,033 | 0.45% | $1.16B | 0.46% | May 31, 2026 |
| Growth Fund of America | 1,099,084 | 0.41% | $1.06B | 0.29% | May 31, 2026 |
| iShares Russell 1000 Growth ETF | 1,027,643 | 0.39% | $1.21B | 0.94% | Jun 30, 2026 |
| MFS Growth Fund | 1,011,937 | 0.38% | $979.88M | 2.35% | May 31, 2026 |
| American Balanced Fund | 983,923 | 0.37% | $1.16B | 0.40% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 906,706 | 0.34% | $897.90M | 0.41% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott Strazik | CEO & President, Director | 157,440 | 0.06% | Apr 29, 2026 |
| Victor Abate | Chief Executive Officer, Wind | 1,863 | 0.00% | Jun 3, 2026 |
| Matthew Joseph Potvin | Chief Accounting Officer | 3,549 | 0.00% | May 18, 2026 |
| Steven Baert | Chief People Officer | 17,038 | 0.01% | Apr 7, 2026 |
| Lola Felice Lin | Chief Legal Officer | – | – | Mar 3, 2026 |
| Philippe Piron | CEO, Electrification | 11,114 | 0.00% | Mar 3, 2026 |
| Pablo M. Koziner | Chief Com. & Opp. Officer | 6,197 | 0.00% | Mar 3, 2026 |
| Eric Gray | Chief Executive Officer, Power | 10,759 | 0.00% | Mar 3, 2026 |
| Kenneth Scott Parks | Chief Financial Officer | 19,212 | 0.01% | Mar 3, 2026 |
| Maria Victoria Zingoni | Chief Executive Officer, Power | 0 | – | Apr 29, 2025 |
| Rodgers Uhl Jessica | President | 2,667 | 0.00% | Apr 4, 2025 |
| Rachel A. Gonzalez | General Counsel | 7,902 | 0.00% | Apr 4, 2025 |
| C. Harris Matthew | Director | 2,519 | 0.00% | May 22, 2026 |
| Paula Rosput Reynolds | Director | 3,348 | 0.00% | May 22, 2026 |
| Jesus Malave Jr | Director | 1,842 | 0.00% | May 22, 2026 |
| Martina Hundmejean | Director | 2,037 | 0.00% | May 22, 2026 |
| Kim K.W. Rucker | Director | 1,824 | 0.00% | May 22, 2026 |
| Stephen F. Angel | Director | 5,443 | 0.00% | May 22, 2026 |
| Nicholas K. Akins | Director | 1,842 | 0.00% | May 22, 2026 |
| Arnold W. Donald | Director | 1,824 | 0.00% | May 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Victor Abate Chief Executive Officer, Wind | Jun 1, 2026 | Sale | −4,819 | $948.08 | $4.57M | 1,835 |
| Stephen F. Angel Director | May 14, 2026 | Option exercise | +855 | – | – | 3,963 |
| Stephen F. Angel Director | May 14, 2026 | Option exercise | +495 | – | – | 3,108 |
| Matthew Joseph Potvin Chief Accounting Officer | May 14, 2026 | Sale | −2,333 | $1059.09 | $2.47M | 3,549 |
| Arnold W. Donald Director | May 14, 2026 | Option exercise | +495 | – | – | 1,824 |
| Martina Hundmejean Director | May 14, 2026 | Option exercise | +495 | – | – | 2,037 |
| Jesus Malave Jr Director | May 14, 2026 | Option exercise | +495 | – | – | 1,842 |
| Paula Rosput Reynolds Director | May 14, 2026 | Option exercise | +495 | – | – | 3,214 |
| C. Harris Matthew Director | May 14, 2026 | Option exercise | +495 | – | – | 1,824 |
| Kim K.W. Rucker Director | May 14, 2026 | Option exercise | +495 | – | – | 1,824 |
| Nicholas K. Akins Director | May 14, 2026 | Option exercise | +495 | – | – | 1,831 |
| Scott Strazik CEO & President, Director | Apr 27, 2026 | Option exercise | +21,754 | $149.78 | $3.26M | 153,800 |
| Scott Strazik CEO & President, Director | Apr 27, 2026 | Tax withholding | −11,987 | $1115.60 | $13.37M | 152,282 |
| Scott Strazik CEO & President, Director | Apr 27, 2026 | Option exercise | +22,742 | $92.13 | $2.10M | 164,269 |
| Scott Strazik CEO & President, Director | Apr 27, 2026 | Tax withholding | −12,273 | $1114.88 | $13.68M | 141,527 |
| Steven Baert Chief People Officer | Apr 3, 2026 | Tax withholding | −4,113 | $898.57 | $3.70M | 17,038 |
| Steven Baert Chief People Officer | Apr 3, 2026 | Option exercise | +8,505 | – | – | 21,151 |
| Steven Baert Chief People Officer | Mar 3, 2026 | Sale | −5,300 | $850.00 | $4.51M | 12,646 |
| Kenneth Scott Parks Chief Financial Officer | Mar 1, 2026 | Option exercise | +966 | – | – | 19,212 |
| Kenneth Scott Parks Chief Financial Officer | Mar 1, 2026 | Tax withholding | −468 | $873.60 | $408.84K | 18,744 |
| Kenneth Scott Parks Chief Financial Officer | Mar 1, 2026 | Option exercise | +2,489 | – | – | 19,236 |
| Kenneth Scott Parks Chief Financial Officer | Mar 1, 2026 | Tax withholding | −990 | $873.60 | $864.86K | 18,246 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Option exercise | +690 | – | – | 11,114 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Tax withholding | −2,763 | $873.60 | $2.41M | 4,509 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Option exercise | +4,686 | – | – | 7,272 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Tax withholding | −407 | $873.60 | $355.56K | 10,707 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Option exercise | +12,636 | – | – | 17,145 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Tax withholding | −1,049 | $873.60 | $916.41K | 10,424 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Option exercise | +1,778 | – | – | 11,473 |
| Philippe Piron CEO, Electrification | Mar 1, 2026 | Tax withholding | −7,450 | $873.60 | $6.51M | 9,695 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Tax withholding | −4,216 | $873.60 | $3.68M | 92,525 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Option exercise | +8,996 | – | – | 96,741 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Tax withholding | −1,469 | $873.60 | $1.28M | 132,046 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Option exercise | +3,038 | – | – | 133,515 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Tax withholding | −3,267 | $873.60 | $2.85M | 130,477 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Option exercise | +6,756 | – | – | 133,744 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Tax withholding | −32,809 | $873.60 | $28.66M | 126,988 |
| Scott Strazik CEO & President, Director | Mar 1, 2026 | Option exercise | +67,272 | – | – | 159,797 |
| Pablo M. Koziner Chief Com. & Opp. Officer | Mar 1, 2026 | Tax withholding | −265 | $873.60 | $231.50K | 6,197 |
| Pablo M. Koziner Chief Com. & Opp. Officer | Mar 1, 2026 | Option exercise | +690 | – | – | 6,887 |
| Pablo M. Koziner Chief Com. & Opp. Officer | Mar 1, 2026 | Tax withholding | −261 | $873.60 | $228.01K | 6,626 |
| Pablo M. Koziner Chief Com. & Opp. Officer | Mar 1, 2026 | Option exercise | +1,067 | – | – | 6,462 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Tax withholding | −792 | $873.60 | $691.89K | 10,759 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Tax withholding | −5,629 | $873.60 | $4.92M | 9,773 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Option exercise | +1,778 | – | – | 11,551 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Option exercise | +12,636 | – | – | 15,402 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Tax withholding | −1,920 | $873.60 | $1.68M | 2,766 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Option exercise | +4,686 | – | – | 4,686 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Tax withholding | −411 | $873.60 | $359.05K | 11,269 |
| Eric Gray Chief Executive Officer, Power | Mar 1, 2026 | Option exercise | +921 | – | – | 11,680 |
| Victor Abate Chief Executive Officer, Wind | Mar 1, 2026 | Tax withholding | −528 | $873.60 | $461.26K | 6,069 |
| Victor Abate Chief Executive Officer, Wind | Mar 1, 2026 | Option exercise | +966 | – | – | 7,035 |
| Victor Abate Chief Executive Officer, Wind | Mar 1, 2026 | Tax withholding | −381 | $873.60 | $332.84K | 6,654 |
| Victor Abate Chief Executive Officer, Wind | Mar 1, 2026 | Option exercise | +1,778 | – | – | 6,597 |
| Matthew Joseph Potvin Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −484 | $873.60 | $422.82K | 5,702 |
| Matthew Joseph Potvin Chief Accounting Officer | Mar 1, 2026 | Option exercise | +948 | – | – | 6,186 |
| Matthew Joseph Potvin Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −1,292 | $873.60 | $1.13M | 5,238 |
| Matthew Joseph Potvin Chief Accounting Officer | Mar 1, 2026 | Option exercise | +368 | – | – | 6,070 |
| Matthew Joseph Potvin Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −188 | $873.60 | $164.24K | 5,882 |
| Matthew Joseph Potvin Chief Accounting Officer | Mar 1, 2026 | Option exercise | +2,529 | – | – | 6,530 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Victor Abate Officer | Jun 1, 2026 | 4,819 | $4.57M | Jun 1, 2026 | LTIP |
| Steven Baert Officer | Mar 3, 2026 | 5,300 | $4.51M | Mar 3, 2026 | Restricted Stock Vesting |
| Maria Victoria Zingoni Officer | Mar 2, 2026 | 10,000 | $8.85M | Mar 2, 2026 | Restricted Stock Vesting |
| Maria Victoria Zingoni Officer | Feb 26, 2026 | 4,000 | $3.48M | Feb 26, 2026 | Restricted Stock Vesting |
| Parks Kenneth Officer | Aug 26, 2025 | 3,300 | $2.05M | Aug 26, 2025 | RSU Vesting |
| Uhl Jessica Former Officer | Jun 23, 2025 | 2,310 | $1.14M | Jun 23, 2025 | Exercise of Stock Options |
| Victoria Zingoni Mary Officer | Apr 28, 2025 | 18,803 | $6.92M | Apr 28, 2025 | RSU Vesting |