SEC 13F Intelligence

Appleton Partners Inc/Ma / GEV

Appleton Partners Inc/Ma’s Ge Vernova Inc Position

Does Appleton Partners Inc/Ma own Ge Vernova Inc (GEV)? Yes — 41.9K shares worth $37M (+2.55% of its 13F portfolio) as of Q1 2026, down from 43.3K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
41.9K
% of Portfolio
+2.55%
Quarters Held
7
currently held

Position History GEV

Reported value by quarter
Q3 ’24: $14MQ3 ’24Q4 ’24: $17MQ4 ’24Q1 ’25: $15MQ1 ’25Q2 ’25: $25MQ2 ’25Q3 ’25: $27MQ3 ’25Q4 ’25: $28MQ4 ’25Q1 ’26: $37MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.9K$37M+2.55%
Q4 202543.3K$28M+1.86%
Q3 202544.0K$27M+1.82%
Q2 202548.0K$25M+1.80%
Q1 202549.2K$15M+1.16%
Q4 202451.7K$17M+1.26%
Q3 202453.5K$14M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of GEV.