Public record / Tickers / GEV

GEV — GE Vernova Inc.

Both disclosure regimes on one name: who in Congress filed about GEV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming GEV
Members · 12m
8
5 buys · 5 sells · by trade date
Latest PTR
08-07
filed 2026-08-07
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every GEV row by the provable lower bound, never a point estimate.

8 members · 5 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

7 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

17 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 17 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GEV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GEV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-07Michael A. Rulli R–OH-6SaleTraded 2025-10-06 LATE·305d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
2026-06-17Matt Van Epps R–TN-7SaleTraded 06-16 +1d$1K–$15K
2026-03-16Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 02-05 +39d$1K–$15K
2026-03-12Austin Scott R–GA-8Sale · SP (spouse-owned)Traded 02-17 +23d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in GEV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing GEV in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2
Alan Armstrong R–OK1−$50.0K to −$15.0K2
Austin Scott R–GA-81−$15.0K to −$1.0K4
Jonathan L. Jackson D–IL-11$15.0K to $50.0K2
Josh Gottheimer D–NJ-51$1.0K to $15.0K2
Matt Van Epps R–TN-71−$15.0K to −$1.0K2
Michael A. Rulli R–OH-61−$15.0K to −$1.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · GEV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
3 Alan Armstrong R–OK, Matt Van Epps R–TN-7, Michael A. Rulli R–OH-6 $17K–$80K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · GE VERNOVA INC

Merged timeline of congressional filings and notable-manager moves on GEV
DateWhoChangeSize
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-06-17Matt Van Epps CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+6,859 sh
2026-05-15Coatue Management 13Ftrim−797,816 sh
2026-05-15Bridgewater Associates 13Ftrim−231,100 sh
2026-05-14Caxton Associates 13Fadd+3,726 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of GEV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$18.1B1
2FMR LLC$16.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$15.3B1
4STATE STREET CORP$10.0B1
5MORGAN STANLEY$5.6B1
6GEODE CAPITAL MANAGEMENT, LLC$5.6B1
7JPMORGAN CHASE & CO$5.5B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$4.2B1
9Capital World Investors$3.7B1
10NORTHERN TRUST CORP$2.4B1
11BANK OF AMERICA CORP /DE/$2.3B1
12COATUE MANAGEMENT LLC$2.2B1
13Bank of New York Mellon Corp$2.0B1
14Invesco Ltd.$1.8B1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.7B1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6B1
17Nuveen, LLC$1.6B1
18Amundi$1.6B1
19Legal & General Group Plc$1.5B1
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
21Capital International Investors$1.4B1
22Newport Trust Company, LLC$1.4B1
23UBS Group AG$1.4B1
24VANGUARD FIDUCIARY TRUST CO$1.4B1
25Janus Henderson Group Ltd.$1.3B1
26AQR CAPITAL MANAGEMENT LLC$1.3B1
27Baird Financial Group, Inc.$1.2B1
28FRANKLIN RESOURCES INC$1.2B1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.1B1
30ROYAL BANK OF CANADA$1.1B1
31CITIGROUP INC$969M1
32WELLS FARGO & COMPANY/MN$871M1
33TIGER GLOBAL MANAGEMENT LLC$849M1
34FIRST TRUST ADVISORS LP$837M1
35RAYMOND JAMES FINANCIAL INC$808M1
36JENNISON ASSOCIATES LLC$790M1
37Swiss National Bank$695M1
38FEDERATED HERMES, INC.$686M1
39DEUTSCHE BANK AG\$662M1
40TD ASSET MANAGEMENT INC$647M1
41BARCLAYS PLC$640M1
42VOYA INVESTMENT MANAGEMENT LLC$633M1
43WELLINGTON MANAGEMENT GROUP LLP$612M1
44Artisan Partners Limited Partnership$606M1
45ALLIANCEBERNSTEIN L.P.$604M1
46Holocene Advisors, LP$592M1
47BLAIR WILLIAM & CO/IL$580M1
48SCHRODER INVESTMENT MANAGEMENT GROUP$570M1
49HSBC HOLDINGS PLC$560M1
50DIMENSIONAL FUND ADVISORS LP$552M1
51Sumitomo Mitsui Trust Group, Inc.$551M1
52Mitsubishi UFJ Asset Management Co., Ltd.$544M1
53NORDEA INVESTMENT MANAGEMENT AB$534M1
54Vanguard Global Advisers, LLC$516M1
55AMERICAN CENTURY COMPANIES INC$508M1
56AMERIPRISE FINANCIAL INC$498M1
57Mariner, LLC$482M1
58VICTORY CAPITAL MANAGEMENT INC$480M1
59National Pension Service$479M1
60Temasek Holdings (Private) Ltd$470M1
61Winslow Capital Management, LLC$466M1
62RHUMBLINE ADVISERS$413M1
63LPL Financial LLC$413M1
64BANK OF MONTREAL /CAN/$405M1
65London & Capital Asset Management Ltd$403M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$398M1
67Robeco Institutional Asset Management B.V.$392M1
68CANADA PENSION PLAN INVESTMENT BOARD$386M1
69SEI INVESTMENTS CO$380M1
70Bridgewater Associates, LP$380M1
71VANGUARD ASSET MANAGEMENT, Ltd$380M1
72ENVESTNET ASSET MANAGEMENT INC$360M1
73PRINCIPAL FINANCIAL GROUP INC$340M1
74BNP Paribas Asset Management Holding S.A.$335M1
75DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$335M1
76Rockefeller Capital Management L.P.$334M1
77CIBC Bancorp USA Inc.$330M1
78Neuberger Berman Group LLC$291M1
79TWO SIGMA INVESTMENTS, LP$290M1
80STIFEL FINANCIAL CORP$268M1
81NEW YORK STATE COMMON RETIREMENT FUND$263M1
82PRUDENTIAL FINANCIAL INC$254M1
83Polar Capital Holdings Plc$251M1
84MARSICO CAPITAL MANAGEMENT LLC$245M1
85AXIOM INVESTORS LLC /DE$243M1
86FIRST MANHATTAN CO. LLC.$239M1
87Ensign Peak Advisors, Inc$234M1
88Korea Investment CORP$234M1
89Munro Partners$227M1
90MILLENNIUM MANAGEMENT LLC$221M1
91Tidal Investments LLC$217M1
92AVIVA PLC$211M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$209M1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$209M1
95VOLORIDGE INVESTMENT MANAGEMENT, LLC$209M1
96DSM CAPITAL PARTNERS LLC$206M1
97ADAGE CAPITAL PARTNERS GP, L.L.C.$196M1
981832 Asset Management L.P.$189M1
99Zurcher Kantonalbank (Zurich Cantonalbank)$189M1
100CI INVESTMENTS INC.$184M1
101Pictet Asset Management Holding SA$176M1
102WESTFIELD CAPITAL MANAGEMENT CO LP$174M1
103CONGRESS ASSET MANAGEMENT CO$174M1
104DANSKE BANK A/S$164M1
105Eurizon Capital SGR S.p.A.$158M1
106HighTower Advisors, LLC$154M1
107REAVES W H & CO INC$153M1
108ROYAL LONDON ASSET MANAGEMENT LTD$152M1
109FIFTH THIRD BANCORP$151M1
110CITADEL ADVISORS LLC$151M1
111BOWEN HANES & CO INC$150M1
112PFA Pension, Forsikringsaktieselskab$144M1
113TEACHER RETIREMENT SYSTEM OF TEXAS$143M1
114TD Waterhouse Canada Inc.$143M1
115NATIONAL BANK OF CANADA /FI/$141M1
116Universal- Beteiligungs- und Servicegesellschaft mbH$138M1
117STATE OF WISCONSIN INVESTMENT BOARD$136M1
118Calamos Advisors LLC$133M1
119ABN AMRO Bank N.V.$133M1
120Cetera Investment Advisers$133M1
121SUSQUEHANNA INTERNATIONAL GROUP, LLP$132M1
122Swedbank AB$125M1
123OSAIC HOLDINGS, INC.$122M1
124WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$121M1
125Mirae Asset Global Investments Co., Ltd.$120M1
126Asset Management One Co., Ltd.$120M1
127Chevy Chase Trust Holdings, LLC$117M1
128NOMURA ASSET MANAGEMENT CO LTD$116M1
129EVENTIDE ASSET MANAGEMENT, LLC$116M1
130Candriam S.C.A.$114M1
131Mitsubishi UFJ Trust & Banking Corp$114M1
132DODGE & COX$113M1
133COMMONWEALTH EQUITY SERVICES, LLC$113M1
134Allianz Asset Management GmbH$112M1
135Quantinno Capital Management LP$112M1
136WORLDQUANT MILLENNIUM ADVISORS LLC$112M1
137Vanguard Investments Australia, Ltd.$110M1
138PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$110M1
139SIRIOS CAPITAL MANAGEMENT L P$107M1
140DnB Asset Management AS$106M1
141Performance Wealth Partners, LLC$105M1
142GROUPAMA ASSET MANAGMENT$104M1
143Aberdeen Group plc$102M1
144Slate Path Capital LP$102M1
145GREAT LAKES ADVISORS, LLC$101M1
146Cerity Partners LLC$98.3M1
147ING GROEP NV$96.1M1
148KLP KAPITALFORVALTNING AS$95.2M1
149Focus Partners Wealth$93.4M1
150Assenagon Asset Management S.A.$92.1M1
151Marex Group Ltd$91.3M1
152Daiwa Securities Group Inc.$90.4M1
153Creative Planning$90.2M1
154US BANCORP \DE\$89.9M1
155CIBC WORLD MARKET INC.$89.6M1
156PANAGORA ASSET MANAGEMENT INC$88.6M1
157IEQ CAPITAL, LLC$87.6M1
158Swiss Life Asset Management Ltd$87.2M1
159REGIONS FINANCIAL CORP$84.7M1
160ATALANTA SOSNOFF CAPITAL, LLC$82.9M1
161Valiant Capital Management, L.P.$82.5M1
162AMF Tjanstepension AB$81.5M1
163State of New Jersey Common Pension Fund D$81.3M1
164NISSAY ASSET MANAGEMENT CORP /JAPAN$81.3M1
165AustralianSuper Pty Ltd$81.1M1
166UniSuper Management Pty Ltd$79.6M1
167GENERAL AMERICAN INVESTORS CO INC$79.4M1
168Silvant Capital Management LLC$79.3M1
169Vest Financial, LLC$79.0M1
170LAZARD ASSET MANAGEMENT LLC$77.7M1
171CAPITAL ADVISORS INC/OK$76.3M1
172BALYASNY ASSET MANAGEMENT L.P.$73.4M1
173Qube Research & Technologies Ltd$73.3M1
174Resona Asset Management Co.,Ltd.$71.6M1
175Tredje AP-fonden$70.2M1
176TORONTO DOMINION BANK$69.2M1
177Zurich Insurance Group Ltd/FI$69.0M1
178TRUIST FINANCIAL CORP$67.7M1
179Sanctuary Advisors, LLC$67.3M1
180Steward Partners Investment Advisory, LLC$67.3M1
181CIBC Asset Management Inc$66.1M1
182MetLife Investment Management, LLC$65.6M1
183XPONANCE LLC$65.3M1
184Arizona State Retirement System$64.9M1
185Rokos Capital Management LLP$64.7M1
186Czech National Bank$64.1M1
187Groupe la Francaise$63.7M1
188Allspring Global Investments Holdings, LLC$63.3M1
189Empowered Funds, LLC$62.5M1
190NFJ INVESTMENT GROUP, LLC$62.4M1
191STATE OF MICHIGAN RETIREMENT SYSTEM$61.5M1
192Clear Street Group Inc.$61.2M1
193CHILTON CAPITAL MANAGEMENT LLC$61.2M1
194Mediolanum International Funds Ltd$61.0M1
195Corient Private Wealth LLC$60.9M1
196SEB Asset Management AB$60.6M1
197NewEdge Advisors, LLC$59.7M1
198FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$59.3M1
199O'SHAUGHNESSY ASSET MANAGEMENT, LLC$57.7M1
200Night Owl Capital Management, LLC$56.3M1
201FIL Ltd$56.1M1
202INTECH INVESTMENT MANAGEMENT LLC$56.0M1
203CREDIT AGRICOLE S A$55.9M1
204ARS Investment Partners, LLC$55.4M1
205COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$54.8M1
206Henshaw Capital LLC$54.1M1
207Segment Wealth Management, LLC$53.5M1
208One Madison Group LLC$52.4M1
209ABN AMRO INVESTMENT SOLUTIONS$50.9M1
210Generate Investment Management Ltd$50.7M1
211SAPIENT CAPITAL LLC$50.5M1
212COMMERCE BANK$50.5M1
213Artemis Investment Management LLP$50.1M1
214Retirement Systems of Alabama$50.0M1
215Woodline Partners LP$49.8M1
216Granite Investment Partners, LLC$49.3M1
217MARK ASSET MANAGEMENT LP$48.8M1
218IFM Investors Pty Ltd$47.9M1
219Auto-Owners Insurance Co$46.6M1
220Vontobel Holding Ltd.$46.6M1
221BANK OF NOVA SCOTIA$45.6M1
222Amanah Holdings Trust$45.5M1
223MERCER GLOBAL ADVISORS INC /ADV$45.3M1
224Capital International, Inc./CA/$44.9M1
225CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$44.9M1
226Main Street Research LLC$44.2M1
227MOODY LYNN LIEBERSON & WALKER, LLC$44.2M1
228PARK NATIONAL CORP /OH/$44.1M1
229THAMES CAPITAL MANAGEMENT LLC$44.0M1
230JUPITER ASSET MANAGEMENT LTD$43.9M1
231D. E. Shaw & Co., Inc.$42.6M1
232Pathstone Holdings, LLC$42.4M1
233NATIXIS$42.1M1
234LBP AM SA$42.0M1
235CWM, LLC$41.6M1
236Aventail Capital Group, LP$41.4M1
237Covea Finance$41.3M1
238MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$41.1M1
239Varma Mutual Pension Insurance Co$39.7M1
240Value Aligned Research Advisors, LLC$38.8M1
241Utah Retirement Systems$38.3M1
242M&T BANK CORP$38.2M1
243ADAMS DIVERSIFIED EQUITY FUND, INC.$37.8M1
244Vanguard Personalized Indexing Management, LLC$37.8M1
245PUBLIC SECTOR PENSION INVESTMENT BOARD$37.7M1
246Apollon Wealth Management, LLC$37.6M1
247Lido Advisors, LLC$37.3M1
248WINTON GROUP Ltd$36.9M1
249UMB Bank, n.a.$36.8M1
250NISA INVESTMENT ADVISORS, LLC$36.4M1
251NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.3M1
252CASTLEARK MANAGEMENT LLC$36.2M1
253Investment Management Corp of Ontario$35.6M1
254Voleon Capital Management LP$35.6M1
255Capital International Sarl$35.5M1
256NEW YORK LIFE INVESTMENT MANAGEMENT LLC$35.2M1
257Ghisallo Capital Management LLC$34.9M1
258ProShare Advisors LLC$34.6M1
259Wealthfront Advisers LLC$34.6M1
260Capital Group Private Client Services, Inc.$34.5M1
261NEOS Investment Management LLC$34.4M1
262Sumitomo Mitsui DS Asset Management Company, Ltd$34.2M1
263Jain Global LLC$33.9M1
264BROWN ADVISORY INC$33.5M1
265Kestra Advisory Services, LLC$33.2M1
266BRAUN STACEY ASSOCIATES INC$32.9M1
267Rakuten Investment Management, Inc.$32.9M1
268BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$32.6M1
269MACQUARIE GROUP LTD$32.3M1
270MML INVESTORS SERVICES, LLC$32.2M1
271UNITED CAPITAL FINANCIAL ADVISORS, LLC$32.1M1
272Private Advisor Group, LLC$32.0M1
273MEYER HANDELMAN CO$31.9M1
274QRG CAPITAL MANAGEMENT, INC.$31.6M1
275Federation des caisses Desjardins du Quebec$31.3M1
276GATEWAY INVESTMENT ADVISERS LLC$31.1M1
277EXCHANGE TRADED CONCEPTS, LLC$30.8M1
278Quadrature Capital Ltd$30.8M1
279NS Partners Ltd$30.2M1
280MACKENZIE FINANCIAL CORP$29.1M1
281Cercano Management LLC$29.0M1
282Vinva Investment Management Ltd$28.7M1
283KEYBANK NATIONAL ASSOCIATION/OH$28.3M1
284Ethic Inc.$28.1M1
285COOKSON PEIRCE & CO INC$27.7M1
286Cornerstone Advisors, LLC$27.5M1
287BOKF, NA$27.4M1
288MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$27.4M1
289JANE STREET GROUP, LLC$27.3M1
290ASR Vermogensbeheer N.V.$27.0M1
291OREGON PUBLIC EMPLOYEES RETIREMENT FUND$27.0M1
292Advisors Asset Management, Inc.$27.0M1
293Nicholas Investment Partners, LP$26.5M1
294Kinetic Partners Management, LP$26.5M1
295Equitable Holdings, Inc.$26.3M1
296EAGLE GLOBAL ADVISORS LLC$26.1M1
297Carnegie Investment Counsel$25.9M1
298HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$25.8M1
299Clarity Financial LLC$25.5M1
300Sequoia Financial Advisors, LLC$25.5M1
301FACTORY MUTUAL INSURANCE CO$25.0M1
302YOUSIF CAPITAL MANAGEMENT, LLC$24.6M1
303&PARTNERS$24.5M1
304OP Asset Management Ltd$24.3M1
305APG Asset Management N.V.$24.0M1
306FIDUCIARY TRUST CO$23.6M1
307United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$23.5M1
308Elo Mutual Pension Insurance Co$23.3M1
309TEMA ETFS LLC$23.2M1
310Talbot Financial, LLC$23.2M1
311SCOTIA CAPITAL INC.$23.1M1
312Virtus Wealth Solutions LLC$23.1M1
313BLB&B Advisors, LLC$22.9M1
314Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$22.8M1
315VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$22.7M1
316Dai-ichi Life Insurance Company, Ltd$22.6M1
317Defiance ETFs, LLC$22.1M1
318GDS Wealth Management$22.0M1
319NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.5M1
320EAGLE CAPITAL MANAGEMENT LLC$21.3M1
321CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$20.9M1
322Caprock Group, LLC$20.3M1
323MUFG Securities EMEA plc$20.1M1
324Stratos Wealth Partners, LTD.$20.1M1
325Azimuth Capital Investment Management LLC$20.0M1
326Osmosis Investment Management UK Ltd$19.1M1
327Transamerica Financial Advisors, LLC$19.0M1
328BRADLEY FOSTER & SARGENT INC/CT$18.8M1
329Tempus Wealth Planning, LLC$18.7M1
330CHATHAM CAPITAL GROUP, INC.$18.6M1
331Concurrent Investment Advisors, LLC$18.5M1
332Walleye Capital LLC$18.0M1
333Gerber Kawasaki Wealth & Investment Management$18.0M1
334Vident Advisory, LLC$17.9M1
335Renaissance Investment Group LLC$17.9M1
336Pennant Investors, LP$17.9M1
337MGO ONE SEVEN LLC$17.9M1
338HUB Investment Partners, LLC$17.4M1
33911 Capital Partners LP$17.3M1
340Fifth Third Wealth Advisors LLC$17.2M1
341OMERS ADMINISTRATION Corp$17.0M1
342Andra AP-fonden$17.0M1
343OAK RIDGE INVESTMENTS LLC$16.7M1
344ODDO BHF ASSET MANAGEMENT SAS$16.6M1
345BECK CAPITAL MANAGEMENT, LLC$16.5M1
346Teamwork Financial Advisors, LLC$16.4M1
347Gotham Asset Management, LLC$16.3M1
348OPPENHEIMER & CO INC$16.2M1
349Bank Julius Baer & Co. Ltd, Zurich$16.2M1
350New Age Alpha Advisors, LLC$16.1M1
351SOROS CAPITAL MANAGEMENT LLC$16.1M1
352KADENSA CAPITAL Ltd$16.1M1
353SIERRA SUMMIT ADVISORS LLC$16.0M1
354ASSETMARK, INC$15.8M1
355Man Group plc$15.7M1
356Rafferty Asset Management, LLC$15.7M1
357Banque Transatlantique SA$15.7M1
358J.W. COLE ADVISORS, INC.$15.6M1
359KESTRA PRIVATE WEALTH SERVICES, LLC$15.6M1
360Waverly Advisors, LLC$15.5M1
361Atria Investments, Inc$15.1M1
362Merit Financial Group, LLC$15.1M1
363LaFleur & Godfrey LLC$14.8M1
364SIMPLEX TRADING, LLC$14.8M1
365Covenant Asset Management, LLC$14.7M1
366BEACON INVESTMENT ADVISORY SERVICES, INC.$14.7M1
367B. Metzler seel. Sohn & Co. AG$14.6M1
368GILDER GAGNON HOWE & CO LLC$14.4M1
369Allworth Financial LP$14.3M1
370Orion Porfolio Solutions, LLC$14.3M1
371MIZUHO SECURITIES USA LLC$14.2M1
372AE Wealth Management LLC$14.2M1
373M&G Plc$14.1M1
374Norinchukin Bank, The$14.1M1
375CAPITOLIS LIQUID GLOBAL MARKETS LLC$14.1M1
376OPPENHEIMER ASSET MANAGEMENT INC.$14.0M1
377HB Wealth Management, LLC$13.9M1
378MEEDER ASSET MANAGEMENT INC$13.9M1
379HOWLAND CAPITAL MANAGEMENT LLC$13.8M1
380Oliver Luxxe Assets LLC$13.7M1
381Illinois Municipal Retirement Fund$13.6M1
382E Fund Management Co., Ltd.$13.5M1
383HARTFORD INVESTMENT MANAGEMENT CO$13.4M1
384TCTC Holdings, LLC$13.2M1
385EFG International AG$13.1M1
386GENDELL JEFFREY L$13.1M1
387SEGRA CAPITAL MANAGEMENT, LLC$13.1M1
388Overbrook Management Corp$13.1M1
389Crossmark Global Holdings, Inc.$13.0M1
390Connor, Clark & Lunn Investment Management Ltd.$12.9M1
391Wedmont Private Capital$12.9M1
392Aptus Capital Advisors, LLC$12.8M1
393CMH Wealth Management LLC$12.7M1
394Aware Super Pty Ltd as trustee of Aware Super$12.7M1
395D.A. DAVIDSON & CO.$12.7M1
396Capital Research Global Investors$12.6M1
397Beacon Pointe Advisors, LLC$12.6M1
398Electron Capital Partners, LLC$12.5M1
399Empower Advisory Group, LLC$12.4M1
400HIGHLAND CAPITAL MANAGEMENT, LLC$12.4M1
401Venture Visionary Partners LLC$12.2M1
402NOMURA HOLDINGS INC$12.1M1
403Bleakley Financial Group, LLC$12.1M1
404FLPUTNAM INVESTMENT MANAGEMENT CO$12.0M1
405Financial Sense Advisors, Inc.$12.0M1
406Arrow Capital Management, LLC$11.9M1
407Independent Advisor Alliance$11.9M1
408COMPASS CAPITAL MANAGEMENT, INC$11.9M1
409Radnor Capital Management, LLC$11.9M1
410World Investment Advisors$11.9M1
411INDEPENDENT FINANCIAL GROUP, LLC$11.9M1
412Maryland State Retirement & Pension System$11.8M1
413MAI Capital Management$11.7M1
414RWQ Financial Management Services, Inc.$11.7M1
415NWK Group, Inc.$11.7M1
416PETREDIS INVESTMENT ADVISORS LLC$11.6M1
417Danica Pension, Livsforsikringsaktieselskab$11.6M1
418Chicago Partners Investment Group LLC$11.5M1
419American Assets Investment Management, LLC$11.5M1
420Laird Norton Wetherby Trust Company, LLC$11.4M1
421BTG Pactual Asset Management US LLC$11.4M1
422CAPITAL INTERNATIONAL LTD /CA/$11.4M1
423Vestmark Advisory Solutions, Inc.$11.4M1
424Leo Wealth, LLC$11.4M1
425Genus Capital Management Inc.$11.3M1
426Generali Asset Management SPA SGR$11.2M1
427Next Level Private LLC$11.1M1
428Schear Investment Advisers, LLC$11.1M1
429MORGENS WATERFALL VINTIADIS & CO INC$10.9M1
430IMC-Chicago, LLC$10.9M1
431Diversified Trust Co$10.8M1
432ANDERSON HOAGLAND & CO$10.8M1
433DRW Securities, LLC$10.7M1
434VestGen Advisors, LLC$10.7M1
435MARIETTA INVESTMENT PARTNERS LLC$10.7M1
436U.S. Capital Wealth Advisors, LLC$10.6M1
437Fortis Capital Management LLC$10.6M1
438SCOPUS ASSET MANAGEMENT, L.P.$10.5M1
439ALBION FINANCIAL GROUP /UT$10.5M1
440NORTHEAST INVESTMENT MANAGEMENT$10.4M1
441Aragon Global Management, LP$10.3M1
442ALLIANZ SE$10.3M1
443Lombard Odier Asset Management (Switzerland) SA$10.3M1
444Employees Provident Fund Board$10.2M1
445Legacy Bridge, LLC$10.2M1
446EP Wealth Advisors, LLC$10.0M1
447PINNACLE ASSOCIATES LTD$10.0M1
448Banque Cantonale Vaudoise$9.9M1
449NWAM LLC$9.9M1
450AIA Group Ltd$9.8M1
451KP Management LLC$9.7M1
452WELCH & FORBES LLC$9.7M1
453Archon Partners LLC$9.6M1
454Stratos Investment Management, LLC$9.6M1
455RWA WEALTH PARTNERS, LLC$9.5M1
456AG2R LA MONDIALE GESTION D'ACTIFS$9.5M1
457EVEXIA WEALTH LLC$9.5M1
458Old West Investment Management, LLC$9.4M1
459NewEdge Wealth, LLC$9.3M1
460DIVERSIFY WEALTH MANAGEMENT, LLC$9.2M1
461QUEST INVESTMENT MANAGEMENT LLC$9.2M1
462Cynosure Group, LLC$9.2M1
463BENDER ROBERT & ASSOCIATES$9.2M1
464Plato Investment Management Ltd$9.2M1
465Prospera Financial Services Inc$9.1M1
466Gunderson Capital Management LLC$9.1M1
467Jefferies Financial Group Inc.$9.1M1
468DAYMARK WEALTH PARTNERS, LLC$9.1M1
469BAXTER BROS INC$9.1M1
470Summit Trail Advisors, LLC$9.0M1
471First Washington CORP$9.0M1
472JACOBS LEVY EQUITY MANAGEMENT, INC$9.0M1
473Ascent Wealth Partners, LLC$9.0M1
474Matthew Goff Investment Advisor, LLC$9.0M1
475Marble Harbor Investment Counsel, LLC$8.9M1
476AlphaStar Capital Management, LLC$8.9M1
477Kingsview Wealth Management, LLC$8.8M1
478Altshuler Shaham Ltd$8.8M1
479L & S Advisors Inc$8.8M1
480Badgley Phelps Wealth Managers, LLC$8.8M1
481GRIFFIN ASSET MANAGEMENT, INC.$8.7M1
482Saudi Central Bank$8.7M1
483Elk River Wealth Management LLC$8.7M1
484M37 Management LP$8.7M1
485TOKIO MARINE ASSET MANAGEMENT CO LTD$8.7M1
486Asio Capital, LLC$8.6M1
487Abacus FCF Advisors LLC$8.6M1
488QUADRANT CAPITAL GROUP LLC$8.5M1
489PRINCETON CAPITAL MANAGEMENT LLC$8.5M1
490CHOREO, LLC$8.4M1
491Metis Global Partners, LLC$8.4M1
492D L CARLSON INVESTMENT GROUP INC$8.4M1
493Focus Partners Advisor Solutions, LLC$8.4M1
494Summit Financial, LLC$8.3M1
495SeaTown Holdings Pte. Ltd.$8.3M1
496ADELL HARRIMAN & CARPENTER INC$8.3M1
497Clearstead Advisors, LLC$8.3M1
498Robinhood Asset Management, LLC$8.2M1
499B. Riley Wealth Advisors, Inc.$8.2M1
500HOEY INVESTMENTS, INC$8.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 5 sell
Congress net ($ bound)−$91.0K to $91.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on GEV

RETAINED WINDOW · ACTIVE HITS
Signal hits naming GEV
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for GEV · financials and macro

Financials — as filed PLANNED

GEV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: GEV on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing