UniSuper Management 13F: Cuts GE Vernova (GEV) Stake by $14M

On October 26, 2026, UniSuper Management reduced its stake in GE Vernova Inc. (GEV) by 14,852 shares, bringing its total to 59,488 shares.

GEV GE Vernova Inc.

$815 ▲ +20.16% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where GE Vernova Fits in UniSuper Management's Portfolio

UniSuper Management's position in GE Vernova now ranks 33rd among its 636 reported holdings, making up 0.49% of its total portfolio.

Other Institutional Activity in GE Vernova Inc.

Assenagon Asset Management S.A. grew its holdings by 95,946 shares, ending with 105,461 shares worth about $119.1 million. Midwest Trust increased its stake by 14,760 shares, bringing its total to 22,758 shares valued at approximately $21.6 million. Montrusco Bolton Investments added 11,715 shares, resulting in 87,243 shares worth about $82.9 million.

GE Vernova Inc. Stock Up 5.0%

As of October 26, 2026, GE Vernova's shares traded at $855.12, which is about equal to the recent price of $855.36 on October 27. The stock is currently below its 50-day moving average of $949.53 and its 200-day moving average of $938.70, indicating a downward trend.

Recent Earnings

GE Vernova reported trailing twelve-month revenue of approximately $41.4 billion, with a net margin of 23.0% and a return on equity of 82.6%. The next earnings report is scheduled for October 28, 2026.

Dividend

GE Vernova pays an annual dividend of $2.00 per share, translating to a yield of 0.25%. The dividend payout ratio is 5.7%.

Insider Buying and Selling at GE Vernova Inc.

Insider transactions show several sales, including Chief Financial Officer Kenneth Scott Parks selling 3,300 shares at $620.00 on August 26, 2025, and Officer Steven Baert selling 5,300 shares at $850.00 on March 3, 2026. These transactions were made before the recent filings.

Analysts Set New Price Targets

On September 14, 2026, GLJ Research initiated coverage with a Sell rating and a target of $470. Bernstein reiterated an Outperform rating with a target of $1,298 on September 15. JP Morgan maintained an Overweight rating with a target of $1,150, down from $1,330, on October 9.

About GE Vernova Inc.

GE Vernova Inc. is an energy company that provides products and services for generating, transferring, and storing electricity across various global markets. The company operates in three segments: Power, Wind, and Electrification, catering to industrial and government customers.

Bottom Line

Investors should keep an eye on GE Vernova's upcoming earnings report on October 28, 2026, and any further institutional activity following this recent filing. UniSuper Management's reduction in its stake may signal shifting priorities within its investment strategy.