The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

GE Vernova Inc. (GEV)

Sector: energy · Tracking since 2026-05-15

What am I looking at?

Everything on this page comes from public SEC filings that name this company. The cards show the automated signal score, net insider activity (open-market buys minus sells over the last 90 days), distinct insider buyers, and watchlist institutions currently holding the stock. The timeline lists each transaction row with a link to the original filing.

insider_buy / insider_sell
An officer or director traded on the open market (Form 4). Scheduled 10b5-1 plan trades are noted and treated as low-signal.
13f_new / 13f_add / 13f_trim / 13f_exit
A watchlist fund opened, increased, reduced, or closed a position between quarterly 13F reports — these become public up to 45 days after the quarter ends.
13d_filed
An investor crossed 5% ownership with activist intent (Schedule 13D).
50
Signal score
$0
Net insider value 90d
0
Insider buyers 90d
3
Watchlist holders

Watchlist holders

Analysis

GE Vernova draws fresh commitments from three managers on the power-buildout theme strong (2026-W34)

Coatue nearly doubled its GE Vernova stake this quarter, from 1.32M to 2.49M shares (+89%), while two new entrants opened fresh positions: Fundsmith ($481.5M, 409,835 shares) and Tiger Global ($937.0M, 797,511 shares). GE Vernova sits in the power-generation and grid-equipment layer that AI data-centre buildout depends on, and three independent allocators adding or opening positions in the same quarter reads as a bet on that buildout continuing.

Filing timeline

FiledActorEventSharesValue ($)Source
2026-08-14coatue13f_new1,256,8251,476,593,419filing
2026-08-14coatue13f_new23,73727,887,652filing
2026-08-14coatue13f_new576,374677,158,758filing
2026-08-14coatue13f_new10,43212,256,140filing
2026-08-14coatue13f_new337,884396,966,396filing
2026-08-14coatue13f_new77,57191,135,065filing
2026-08-14coatue13f_new199,235234,073,232filing
2026-08-14coatue13f_new6,3917,508,530filing
2026-08-14fundsmith13f_new409,835481,498,748filing
2026-08-14tiger-global13f_trim797,511936,963,773filing
2026-05-15coatue13f_new83,90273,238,056filing
2026-05-15coatue13f_new50,45244,039,551filing
2026-05-15coatue13f_new548,413478,709,708filing
2026-05-15coatue13f_new9,8818,625,125filing
2026-05-15coatue13f_new337,884294,938,944filing
2026-05-15coatue13f_new77,57167,711,726filing
2026-05-15coatue13f_new199,235173,912,232filing
2026-05-15coatue13f_new8,1957,153,416filing