Midwest Trust 13F: Adds $14M to GE Vernova (GEV) Stake

Midwest Trust lifted its investment in GE Vernova Inc. (NYSE: GEV) by 184.5% during the quarter, according to a Form 13F filed with the SEC on October 22, 2026.

GEV GE Vernova Inc.

$827.42 ▲ +21.99% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Midwest Trust's GE Vernova Position

The firm added 14,760 shares of the energy technology provider to its portfolio. That brought its total stake to 22,758 shares. The fund previously held 7,998 shares.

Other Institutional Activity in GE Vernova

Other major institutional investors were active in the stock during recent reporting periods. Fisher Asset Management, LLC grew its holdings by 3,555,530 shares, ending with 3,559,479 shares worth about $2.9 billion.

GE Vernova Inc. Stock Down 7.1%

GE Vernova shares recently traded around $827.50 as of October 23, 2026, roughly equal to the $827.42 closing price recorded on the filing date. The stock has experienced wide swings over the past year, trading between a 52-week low of $530.16 and a high of $1,195.94. The recent price sits below both its 50-day moving average of $958.47 and its 200-day moving average of $937.23.

Recent Earnings

The company generated $41.4 billion in trailing-twelve-month revenue alongside a net profit margin of 23.0%. Its return on equity reached 82.6% for the period, and trailing earnings per share stood at $34.88. The company is scheduled to report its next batch of financial results on October 28, 2026.

Dividend

GE Vernova pays an annual dividend rate of $2.00 per share, which translates to a dividend yield of 0.22%. The payout ratio sits at 5.7% of earnings.

Insider Buying and Selling at GE Vernova Inc.

Company insiders have made several stock transactions over past quarters. Chief Financial Officer Kenneth Scott Parks sold 3,300 shares on August 26, 2025, at $620.00 per share for a total value of $2,046,000. Officer Steven Baert parted with 5,300 shares on March 3, 2026, at $850.00 per share, totaling $4,505,000. Officer Matthew Joseph Potvin sold 2,333 shares on May 14, 2026, at $1,059.09 per share for $2,470,857. Officer Victor Abate transacted 4,819 shares on June 1, 2026, at $948.08 per share, bringing in $4,568,798.

Analysts Set New Price Targets

Wall Street firms have kept a close watch on the industrial machinery company. On September 14, 2026, GLJ Research initiated coverage with a Sell rating and a $470.00 target. Bernstein reiterated an Outperform rating on September 15, 2026, keeping its target at $1,298.00. JP Morgan maintained an Overweight rating on October 9, 2026, while lowering its target from $1,330.00 to $1,150.00. Guggenheim reiterated a Buy rating with a $1,450.00 target on October 13, 2026. Susquehanna maintained a Positive rating on October 14, 2026, adjusting its target from $1,300.00 to $1,270.00. Overall, the stock carries a consensus buy recommendation from 33 analysts, with a mean price target of $1,223.98.

About GE Vernova

Headquartered in Cambridge, Massachusetts, GE Vernova Inc. operates as an energy company focused on generating, transferring, orchestrating, converting, and storing electricity. The business runs through three main segments: Power, Wind, and Electrification. Its operations serve industrial and government customers across the United States, Europe, Asia, the Middle East, and Africa.

Bottom Line

Investors will look toward the upcoming earnings announcement on October 28, 2026, for fresh details on operational performance. Monitoring future institutional filings will also show whether funds like Midwest Trust continue adding to their positions.