LJAC
GEV icon

L.J. Altfest & Co’s GE Vernova GEV Stock Holding History

L.J. Altfest & Co’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 		$5.76M Sell
4,900
-682
-12% -$696K 0.56% 40
2026
Q1 		$4.87M Buy
5,582
+1,541
+38% +$1.2M 0.52% 45
2025
Q4 		$2.64M Buy
4,041
+2,767
+217% +$1.69M 0.29% 66
2025
Q3 		$783K Sell
1,274
-1,437
-53% -$871K 0.09% 162
2025
Q2 		$1.43M Sell
2,711
-1,053
-28% -$438K 0.17% 96
2025
Q1 		$1.15M Buy
3,764
+2,623
+230% +$915K 0.14% 115
2024
Q4 		$375K Buy
1,141
+1
+0.1% +$313 0.05% 243
2024
Q3 		$291K Sell
1,140
-30
-3% -$5.76K 0.04% 281
2024
Q2 		$201K Buy
+1,170
New +$185K 0.03% 305

Other funds holding GEV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

L.J. Altfest & Co's GEV Position: Q2 2026 in Review

L.J. Altfest & Co reduced its GE Vernova (GEV) stake by 12% in Q2 2026, selling an estimated $696K and leaving 4,900 shares worth $5.76M. The position accounts for 0.56% of the portfolio, ranked #40.

L.J. Altfest & Co first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,814 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • L.J. Altfest & Co held 4,900 shares of GE Vernova worth $5.76M as of Q2 2026.
  • L.J. Altfest & Co sold 682 GE Vernova shares in Q2 2026, an estimated $696K.
  • GE Vernova made up 0.56% of L.J. Altfest & Co's portfolio in Q2 2026, its #40 holding.
  • L.J. Altfest & Co first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 1,814 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.