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GEV · Ge Vernova Inc.

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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GEV

Name: GE Vernova Inc. (GEV) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

GE Vernova Inc.

SEMICONDUCTORS & ELECTRONICS · ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP) · CIK 0001996810

CONGRESS · 3☆ WATCH

INSIDER NET · 180D

-$7.0M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

1,947

13F, latest reported quarter

REVENUE GROWTH

+9.0%

XBRL, annual

NET MARGIN

12.8%

CONVERSIONS · 180D

codes C/M, not in net · $5.4M priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$7.0M over 180 days

below 52% of Semiconductors & Electronics

CONGRESS

3 members bought in the last year

more than 78% of Semiconductors & Electronics

FUNDS

1,947 funds added or opened last quarter

more than 98% of Semiconductors & Electronics

REVENUE

+9.0% year over year

more than 50% of Semiconductors & Electronics

MARGIN

12.8% net margin

more than 82% of Semiconductors & Electronics

BUYBACKS

$3.7B repurchased, FY to 2026-06-30

more than 96% of Semiconductors & Electronics

SHORT

3.2% of shares outstanding short · 2.6 days to cover · settled 2026-07-31

below 55% of Semiconductors & Electronics

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

1,947 funds added or opened positions in the latest 13F quarter, of 3,449 holders.

3 members of Congress reported buying it this year.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +62.9%

+62.9%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $7.0M sold by insiders over 180 days, 1,947 funds added last quarter, 3 Congress member(s) bought in 12 months. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

NVDA CRDO VICR MPWR VPLM ALAB PI MTSI MU AIP AVGO MSI

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, GE Vernova Inc. insiders sold a net $7.0M of stock across 5 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Abate Victor

Chief Executive Officer, Wind

SELL

2026-06-01

4,819.0

$4.6M

Potvin Matthew Joseph

Chief Accounting Officer

SELL

2026-05-14

2,333.0

$2.5M

Baert Steven

Chief People Officer

SELL

2026-03-03

5,300.0

$4.5M

Parks Kenneth Scott

Chief Financial Officer

SELL

2025-08-26

3,300.0

$2.0M

Zingoni Maria Victoria

Chief Executive Officer, Power

SELL

2025-04-28

18,803.0

$6.9M

5 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

21,763,980.0 sh

$25.6B

VANGUARD CAPITAL MANAGEMENT LLC

17,552,000.0 sh

$20.6B

FMR LLC

16,150,499.0 sh

$19.0B

STATE STREET CORP

11,765,340.0 sh

$13.8B

GEODE CAPITAL MANAGEMENT, LLC

6,346,988.0 sh

$7.4B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

First Trust US Equity Opportunities ETF

$124.1M POSITION · AS OF 2026-03-31

10.7%

Defiance AI and Power Infrastructure ETF

$20.4M POSITION · AS OF 2026-02-28

8.8%

Invesco S&P Spin-Off ETF

$12.1M POSITION · AS OF 2026-04-30

8.1%

Carbon Collective Climate Solutions U.S. Equity ETF

$3.6M POSITION · AS OF 2026-04-30

7.7%

Marsico Focus Fund

$74.7M POSITION · AS OF 2026-03-31

7.6%

VIP Industrials Portfolio

$29.1M POSITION · AS OF 2026-03-31

7.5%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Scott Strazik

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$18.0M

$119.3M

$7.5M

+368%

+28%

2024

$24.3M

$93.7M

$8.4M

+135%

+7%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$38.1B	$34.9B	$33.2B	$29.7B
GROSS PROFIT	$7.5B	$6.1B	$4.8B	$3.5B
OPERATING INCOME	$1.4B	$471.0M	$-923.0M	$-2.9B
NET INCOME	$4.9B	$1.6B	$-438.0M	$-2.7B
EPS (DILUTED)	17.69	5.58	-1.60	-10.00
OPERATING CASH FLOW	$5.0B	$2.6B	$1.2B	$-114.0M
BUYBACKS	$3.3B	$43.0M	$0	—
DIVIDENDS PAID	$275.0M	$0	$0	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE