SEC 13F Intelligence

Allen Investment Management, LLC / GEV

Allen Investment Management, LLC’s Ge Vernova Inc Position

Does Allen Investment Management, LLC own Ge Vernova Inc (GEV)? Yes — 388.4K shares worth $339M (+4.19% of its 13F portfolio) as of Q1 2026, down from 399.5K shares the prior filed quarter.

Position Value
$339M
Q1 2026
Shares
388.4K
% of Portfolio
+4.19%
Quarters Held
8
currently held

Position History GEV

Reported value by quarter
Q2 ’24: $6MQ2 ’24Q3 ’24: $10MQ3 ’24Q4 ’24: $20MQ4 ’24Q1 ’25: $19MQ1 ’25Q2 ’25: $239MQ2 ’25Q3 ’25: $243MQ3 ’25Q4 ’25: $261MQ4 ’25Q1 ’26: $339MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026388.4K$339M+4.19%
Q4 2025399.5K$261M+2.89%
Q3 2025395.7K$243M+2.70%
Q2 2025452.0K$239M+2.61%
Q1 202560.7K$19M+0.22%
Q4 202460.7K$20M+0.23%
Q3 202437.6K$10M+0.11%
Q2 202437.6K$6M+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Investment Management, LLC’s full portfolio or all institutional holders of GEV.