Sumitomo Mitsui Trust Group, Inc. GEV — GE VERNOVA INC

Ownership history in Sumitomo Mitsui Trust Group, Inc.  ·  8 quarters on record

AI Ownership Summary

Sumitomo Mitsui Trust Group, Inc. reported GE VERNOVA INC (GEV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.36% in 2026 Q1. The latest visible filing shows GEV at 0.36% 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 Sumitomo Mitsui Trust Group, Inc.'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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% 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
2024 Q2 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.

GEV stock page Sumitomo Mitsui Trust Group, Inc. fund profile Sumitomo Mitsui Trust Group, Inc. full holdings
How Sumitomo Mitsui Trust Group, Inc. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 630,862 -26,595 -4.0% 0.36% $550.7M 2026-04-30 $1083.46
2025 Q4 REDUCED — — — 657,457 -24,642 -3.6% 0.25% $429.7M 2026-01-23 $657.38
2025 Q3 ADDED — — — 682,099 +4,662 +0.7% 0.24% $419.4M 2025-10-27 $583.61
2025 Q2 ADDED — — — 677,437 +3,980 +0.6% 0.22% $358.5M 2025-07-31 $659.13
2025 Q1 ADDED — — — 673,457 +3,517 +0.5% 0.15% $205.6M 2025-04-25 $371.60
2024 Q4 ADDED — — — 669,940 +52,631 +8.5% 0.15% $220.4M 2025-01-28 $354.07
2024 Q3 ADDED — — — 617,309 +9,337 +1.5% 0.11% $157.4M 2024-11-05 $314.60
2024 Q2 INITIATED — — — 607,972 — — 0.08% $104.3M 2024-07-19 $162.74

🏢 Other funds also holding GEV

As of 2026 Q1 — sorted by position size

Codex Capital Asset Management L.L.C. 7.16% Headland Capital, LLC 6.57% SeaTown Holdings Pte. Ltd. 3Y 7Y 5.44% GENERAL AMERICAN INVESTORS CO INC 3Y 7Y 5.22% Amanah Holdings Trust 5.01% Schear Investment Advisers, LLC 3Y 4.88% Andrew Hill Investment Advisors, Inc. 3Y 4.44% Tempus Wealth Planning, LLC 3Y 4.29% M3 Wealth Management, LLC 4.28% Terra Nova Asset Management LLC 3Y 7Y 4.27%

FAQ About Sumitomo Mitsui Trust Group, Inc. and GEV

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

How long has Sumitomo Mitsui Trust Group, Inc. reported owning GEV?

Sumitomo Mitsui Trust Group, Inc. reported GEV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported GEV position in Sumitomo Mitsui Trust Group, Inc.'s portfolio?

The largest reported portfolio weight for GEV was 0.36% in 2026 Q1.

What is the latest reported GEV position on this page?

The most recent filing on this page is 2026 Q1, when Sumitomo Mitsui Trust Group, Inc. reported 630,862 shares, equal to 0.36% of portfolio, with an estimated market value of $550.7M.

What does the chart on this GEV ownership page compare?

The chart compares Sumitomo Mitsui Trust Group, Inc.'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 Sumitomo Mitsui Trust Group, Inc. time their GEV position?

Based on 13F filing dates vs. subsequent GEV price moves, Sumitomo Mitsui Trust Group, Inc. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on GEV relative to SPY over the holding period was +146.5%.

← Back to Sumitomo Mitsui Trust Group, Inc. Holdings