BENDER ROBERT & ASSOCIATES GEV β€” GE VERNOVA INC

Ownership history in BENDER ROBERT & ASSOCIATES  Β·  3 quarters on record

AI Ownership Summary

BENDER ROBERT & ASSOCIATES reported GE VERNOVA INC (GEV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.2% in 2026 Q1. The latest visible filing shows GEV at 2.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENDER ROBERT & ASSOCIATES's position in GE VERNOVA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GEV was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BENDER ROBERT & ASSOCIATES held GEV β€” position size vs. price
% of Fund (quarterly)    GEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 10,508 +3,269 +45.2% 2.20% $9.2M 2026-04-23 $1149.53
2025 Q4 ADDED β€” β€” β€” 7,239 +6,186 +587.5% 0.98% $4.7M 2026-01-29 $716.96
2025 Q3 INITIATED β€” β€” β€” 1,053 β€” β€” 0.14% $647K 2025-10-22 $575.23

FAQ About BENDER ROBERT & ASSOCIATES and GEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENDER ROBERT & ASSOCIATES reported owning GEV?

BENDER ROBERT & ASSOCIATES reported GEV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported GEV position in BENDER ROBERT & ASSOCIATES's portfolio?

The largest reported portfolio weight for GEV was 2.20% in 2026 Q1.

What is the latest reported GEV position on this page?

The most recent filing on this page is 2026 Q1, when BENDER ROBERT & ASSOCIATES reported 10,508 shares, equal to 2.20% of portfolio, with an estimated market value of $9.2M.

What does the chart on this GEV ownership page compare?

The chart compares BENDER ROBERT & ASSOCIATES's quarterly GEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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