SEC 13F Intelligence

Rheos Capital Works Inc. / GEV

Rheos Capital Works Inc.’s Ge Vernova Inc Position

Does Rheos Capital Works Inc. own Ge Vernova Inc (GEV)? Not currently — the last reported position was 23.0K shares worth $12M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q2 2025
Shares
23.0K
% of Portfolio
+0.70%
Quarters Held
2
position exited

Position History GEV

Reported value by quarter
Q2 ’24: $9MQ2 ’24Q2 ’25: $12MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202523.0K$12M+0.70%
Q2 202451.9K$9M+0.47%

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