2
GEV
GE VERNOVA INC · Information Technology
Consensus score 2/100 · #164 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+3.0%
21-day momentum
+11.6%
recent volume
1.04×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+23.7%
30-wk MA slope
+8.2%
rel. strength
+14.9
52-wk range
82%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
1.0%
of their portfolios
Combined value
$874M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Tiger Global Management Concentrated | 3.7% | $849M | HOLD |
| Semper Augustus Concentrated | 0.2% | $2M | HOLD |
| Eagle Capital Quality value | 0.1% | $21M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $1M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.