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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lake Hills Wealth Management's GEV Position: Q2 2026 in Review

Lake Hills Wealth Management increased its GE Vernova (GEV) stake by 37% in Q2 2026, buying an estimated $239K and bringing the position to 868 shares worth $1.02M. The position accounts for 0.46% of the portfolio, ranked #37.

Lake Hills Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 2,243 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Lake Hills Wealth Management held 868 shares of GE Vernova worth $1.02M as of Q2 2026.
Lake Hills Wealth Management bought 234 GE Vernova shares in Q2 2026, an estimated $239K.
GE Vernova made up 0.46% of Lake Hills Wealth Management's portfolio in Q2 2026, its #37 holding.
Lake Hills Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
2,243 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.