Montrusco Bolton Investments 13F: Adds $11M to GEV Stake

Montrusco Bolton Investments has increased its stake in GE Vernova Inc. (NYSE:GEV) by 15.5%, according to its latest filing with the SEC. The fund added 11,715 shares during the reporting period, bringing its total holdings to 87,243 shares. This position is valued at approximately $82.9 million.

What Changed in Montrusco Bolton's GE Vernova Position

Montrusco Bolton Investments grew its holdings in GE Vernova from 75,528 shares to 87,243 shares, a 15.5% increase. The additional 11,715 shares reflect a notable boost in confidence in the industrial machinery company, with the total position now valued at about $82.9 million.

GE Vernova Inc. Stock Down 1.8%

Shares of NYSE:GEV traded without a specific spot price available on Friday. GE Vernova has a substantial market capitalization of $252 billion and a P/E ratio of 27.1, indicating its valuation in relation to earnings. The company’s stock has seen a 52-week low of $530.16 and a high of $1,195.94. Its 50-day moving average stands at $980.61, while the 200-day moving average is $903.68. The firm exhibits a beta of 0.967, suggesting moderate volatility compared to the market.

Recent Earnings

GE Vernova reported revenue of $41.37 billion, showing a growth rate of 21.9%. The company's net margin is 23.0%, and it has a return on equity of 82.6%. The next earnings report is scheduled for October 28, 2026.

Dividend

GE Vernova pays an annual dividend of $2.00 per share, yielding 0.21%. The dividend payout ratio is a modest 5.73%, indicating a conservative approach to profit distribution. The ex-dividend date was not specified in the data provided.

About GE Vernova

GE Vernova Inc. is a major player in the industrial sector, specializing in machinery that supports energy production and management. The company, headquartered in Cambridge, Massachusetts, was incorporated in 2023 and operates in diverse regions, including the U.S., Europe, Asia, the Middle East, and Africa. It consists of three main segments: Power, Wind, and Electrification, offering technologies for gas, nuclear, hydro, and steam power, as well as wind generation and grid solutions. Led by CEO Scott L. Strazik, GE Vernova employs approximately 78,000 people.

Bottom Line

Montrusco Bolton Investments' decision to increase its stake in GE Vernova underscores its confidence in the company's prospects. As a leading industrial machinery firm, GE Vernova's diverse energy solutions and solid financials make it a notable entity in the sector. This filing reflects holdings as of the reporting period and may not represent the current position.