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RiskModels / Stocks / GEV

GE Vernova Inc. (GEV)

Daily ERM3 factor decomposition: how much of GEV's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$990.32
Market cap
$267.4B
23-day vol
56.9%
Sector proxy
XLI
Subsector proxy
IYJ

Risk DNA

39% of GEV's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 23.6%Sector 9.4%Subsector 5.6%Stock-specific 61.3%
IYJ subsector peers · average of 235 names

GEV carries 61% stock-specific risk against a peer average of 78% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of GEV held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLI)Subsector (IYJ)Explained risk
L1$-1.95——23.6%
L2$-0.60$-1.41—33.1%
L3$-0.94$-3.46$2.4338.7%

Data as of August 8, 2026. Updated daily from the ERM3 pipeline.

13F filers holding GEV

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Coatue Management9.7%
  • Tiger Global Management4.1%
  • Bridgewater Associates2.5%

Browse every tracked 13F filer.

Go deeper on GEV

Ask the AI risk analyst for GEV's full history, peer comparison, or how it changes your portfolio's risk.

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Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / GEV

GE Vernova Inc. (GEV)

Daily ERM3 factor decomposition: how much of GEV's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$990.32
Market cap
$267.4B
23-day vol
56.9%
Sector proxy
XLI
Subsector proxy
IYJ

Risk DNA

39% of GEV's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 23.6%Sector 9.4%Subsector 5.6%Stock-specific 61.3%
IYJ subsector peers · average of 235 names

GEV carries 61% stock-specific risk against a peer average of 78% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of GEV held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLI)Subsector (IYJ)Explained risk
L1$-1.95——23.6%
L2$-0.60$-1.41—33.1%
L3$-0.94$-3.46$2.4338.7%

Data as of August 8, 2026. Updated daily from the ERM3 pipeline.

13F filers holding GEV

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Coatue Management9.7%
  • Tiger Global Management4.1%
  • Bridgewater Associates2.5%

Browse every tracked 13F filer.

Go deeper on GEV

Ask the AI risk analyst for GEV's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about GEVAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.

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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.