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J. Derek Lewis & Associates’s GE Vernova GEV Stock Holding History

J. Derek Lewis & Associates’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307K Buy
261
+24
+10% +$24.5K 0.06% 140
2026
Q1 		$207K Buy
+237
New +$185K 0.05% 167

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

J. Derek Lewis & Associates's GEV Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its GE Vernova (GEV) stake by 10% in Q2 2026, buying an estimated $24.5K and bringing the position to 261 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #140.

J. Derek Lewis & Associates first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • J. Derek Lewis & Associates held 261 shares of GE Vernova worth $307K as of Q2 2026.
  • J. Derek Lewis & Associates bought 24 GE Vernova shares in Q2 2026, an estimated $24.5K.
  • GE Vernova made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #140 holding.
  • J. Derek Lewis & Associates first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.