Global Trust Asset Management, LLC GEV — GE VERNOVA INC

Ownership history in Global Trust Asset Management, LLC  ·  9 quarters on record

AI Ownership Summary

Global Trust Asset Management, LLC reported GE VERNOVA INC (GEV) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.71% in 2026 Q2. The latest visible filing shows GEV at 0.71% 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 Global Trust Asset Management, LLC'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 Q2

GEV was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

GEV stock page Global Trust Asset Management, LLC fund profile Global Trust Asset Management, LLC full holdings
How Global Trust Asset Management, LLC held GEV — position size vs. price
% of Fund (quarterly)    GEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,924 +862 +81.2% 0.71% $2.3M 2026-08-03 $1006.76
2026 Q1 ADDED — — — 1,062 +326 +44.3% 0.35% $927K 2026-04-23 $1148.94
2025 Q4 ADDED — — — 736 +591 +407.6% 0.19% $481K 2026-01-20 $684.10
2025 Q3 REDUCED — — — 145 -2 -1.4% 0.04% $89K 2025-10-28 $569.92
2025 Q2 REDUCED 14.5% +13.9% ❌ 147 -25 -14.5% 0.04% $78K 2025-07-17 $568.63
2025 Q1 UNCHANGED — — — 172 — 0% 0.03% $53K 2025-04-18 $322.68
2024 Q4 ADDED — — — 172 +20 +13.2% 0.02% $57K 2025-01-17 $400.02
2024 Q3 UNCHANGED — — — 152 — 0% 0.01% $39K 2024-10-23 $278.70
2024 Q2 INITIATED — — — 152 — — 0.01% $26K 2024-07-11 $175.96

🏢 Other funds also holding GEV

As of 2026 Q2 — sorted by position size

SIRIOS CAPITAL MANAGEMENT L P 3Y 7Y 11.9% MORGENS WATERFALL VINTIADIS & CO INC 3Y 7Y 11.2% Arrow Capital Management, LLC 3Y 7Y 9.02% MONIMUS CAPITAL MANAGEMENT, LP 8.84% Telligent Fund, LP 8.66% Codex Capital Asset Management L.L.C. 8.39% Headland Capital, LLC 7.44% SeaTown Holdings Pte. Ltd. 3Y 7Y 6.72% Mathes Company, Inc. 3Y 7Y 6.35% COATUE MANAGEMENT LLC 3Y 7Y 6.18%

FAQ About Global Trust Asset Management, LLC and GEV

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

How long has Global Trust Asset Management, LLC reported owning GEV?

Global Trust Asset Management, LLC reported GEV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported GEV position in Global Trust Asset Management, LLC's portfolio?

The largest reported portfolio weight for GEV was 0.71% in 2026 Q2.

What is the latest reported GEV position on this page?

The most recent filing on this page is 2026 Q2, when Global Trust Asset Management, LLC reported 1,924 shares, equal to 0.71% of portfolio, with an estimated market value of $2.3M.

What does the chart on this GEV ownership page compare?

The chart compares Global Trust Asset Management, LLC'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.

How well did Global Trust Asset Management, LLC time their GEV position?

Based on 13F filing dates vs. subsequent GEV price moves, Global Trust Asset Management, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on GEV relative to SPY over the holding period was +516.5%.

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