GEV β€” GE VERNOVA INC

Ownership history in CMH Wealth Management LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which CMH Wealth Management LLC reported a position in GE VERNOVA INC (GEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.06% (2025 Q4)
πŸ“Š Avg. % of fund
1.93%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

CMH Wealth Management LLC Γ— GEV AI Analytics

πŸ“ˆ CMH Wealth Management LLC outperformed the S&P 500 by +23.6% annually on this GEV position. Average cost basis: $528.34. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+23.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.6% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$528.34
+23.5% vs current ($652.69)

Best entry: $527.99 (2025 Q2)  Β·  Worst: $613.82 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.06% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GEV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,684 -27 -0.2% 2.06% $9.6M $652.69
2025 Q3 ADDED 14,711 +60 +0.4% 1.93% $9.0M $613.82
2025 Q2 INITIATED 14,651 β€” β€” 1.80% $7.8M $527.99

🏒 Other funds also holding GEV

As of 2025 Q4 β€” sorted by position size

JONES ROAD CAPITAL MANAGEMENT, L.P. 3Y 21.12% CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 3Y 18.97% SIRIOS CAPITAL MANAGEMENT L P 3Y 7Y 13.07% Goodlander Investment Management, LLC 11.23% Night Owl Capital Management, LLC 3Y 7Y 6.48% MORGENS WATERFALL VINTIADIS & CO INC 3Y 7Y 5.98% Munro Partners 5.61% COATUE MANAGEMENT LLC 3Y 7Y 5.51% MARSICO CAPITAL MANAGEMENT LLC 3Y 7Y 5.29% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 5.17%
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