Global Trust Asset Management LLC Boosts Stake in GE Vernova Inc. $GEV

04 Apr 2026, 06:36 by Doug Wharley · The Cerbat Gem

Global Trust Asset Management LLC boosted its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 407.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 736 shares of the company’s stock after purchasing an additional 591 shares during the period. Global Trust Asset Management LLC’s holdings in GE Vernova were worth $481,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Jackson Grant Investment Advisers Inc. raised its stake in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after buying an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new position in shares of GE Vernova during the 3rd quarter valued at about $25,000. ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares during the period. Howard Hughes Medical Institute bought a new position in shares of GE Vernova during the 2nd quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC increased its holdings in GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after acquiring an additional 43 shares in the last quarter.

GE Vernova News Roundup

Here are the key news stories impacting GE Vernova this week:

Positive Sentiment: Long‑term nuclear fuel supply extension with Entergy and rising AI/data‑center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near‑term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
Positive Sentiment: Several analyst actions and price‑target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova (NYSE:GEV) Price Target to $896.00
Positive Sentiment: Multiple industry pieces and buy‑lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium‑term narrative. The Grid Can’t Keep Up. These 2 Utility Stocks Are the Buys of the Month.
Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit‑taking despite positive fundamentals — short‑term volatility remains a risk.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on GEV shares. Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a research note on Friday, January 30th. Citigroup increased their price objective on shares of GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Zacks Research upgraded shares of GE Vernova from a “hold” rating to a “strong-buy” rating in a research report on Monday, March 30th. Morgan Stanley lifted their target price on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a research note on Monday, March 23rd. Finally, The Goldman Sachs Group upped their target price on shares of GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $863.61.

Get Our Latest Research Report on GE Vernova

GE Vernova Price Performance

GEV stock opened at $898.26 on Friday. GE Vernova Inc. has a 1-year low of $252.25 and a 1-year high of $948.38. The company has a market capitalization of $242.11 billion, a price-to-earnings ratio of 50.46, a PEG ratio of 3.54 and a beta of 1.43. The business has a 50 day simple moving average of $823.50 and a two-hundred day simple moving average of $690.55.

GE Vernova (NYSE:GEV – Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The firm had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. During the same quarter last year, the business posted $1.73 earnings per share. The company’s revenue for the quarter was up 3.8% compared to the same quarter last year. Sell-side analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s payout ratio is currently 11.24%.

GE Vernova Profile

(Free Report)

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.

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