Lake Hills Wealth Management’s GE Vernova GEV Stock Holding History

Lake Hills Wealth Management’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 Q3	–	Sell	-868	Closed	-$1.02M	–	74
2026 Q2	$1.02M	Buy	868 +234	+37%	+$239K	0.46%	37
2026 Q1	$553K	Sell	634 -2	-0.3%	-$1.56K	0.31%	32
2025 Q4	$416K	Buy	636 +118	+23%	+$71.9K	0.22%	38
2025 Q3	$319K	Buy	518 +10	+2%	+$6.06K	0.17%	41
2025 Q2	$269K	Buy	+508	New	+$212K	0.15%	47

Other funds holding GEV

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Lake Hills Wealth Management's GEV Position: Q3 2026 in Review

Lake Hills Wealth Management sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 868 shares — an estimated $1.02M sold.

Lake Hills Wealth Management first reported a position in GEV in Q2 2025 and held it in 5 quarters. The position peaked at $1.02M in Q2 2026. 132 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Lake Hills Wealth Management reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 868 GE Vernova shares in Q3 2026, an estimated $1.02M.
Lake Hills Wealth Management first reported a position in GE Vernova in Q2 2025 and held it in 5 quarters.
Lake Hills Wealth Management's GE Vernova position peaked at $1.02M in Q2 2026.
132 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Lake Hills Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.