Lakeside Advisors’s GE Vernova GEV Stock Holding History

Lakeside Advisors’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	$1.92M	Hold	2,025	–	–	1.12%	19
2026 Q2	$2.38M	Hold	2,025	–	–	1.5%	15
2026 Q1	$1.77M	Sell	2,025 -150	-7%	-$117K	1.18%	21
2025 Q4	$1.42M	Sell	2,175 -125	-5%	-$76.1K	0.91%	23
2025 Q3	$1.41M	Hold	2,300	–	–	0.89%	23
2025 Q2	$1.22M	Hold	2,300	–	–	0.78%	24
2025 Q1	$702K	Sell	2,300 -522	-18%	-$182K	0.47%	32
2024 Q4	$928K	Hold	2,822	–	–	0.61%	29
2024 Q3	$720K	Sell	2,822 -36	-1%	-$6.91K	0.45%	34
2024 Q2	$490K	Buy	+2,858	New	+$453K	0.32%	41

Other funds holding GEV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lakeside Advisors's GEV Position: Q3 2026 in Review

Lakeside Advisors held its GE Vernova (GEV) position steady in Q3 2026 at 2,025 shares worth $1.92M. The position accounts for 1.12% of the portfolio, ranked #19.

Lakeside Advisors first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q2 2026. 2,585 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Lakeside Advisors held 2,025 shares of GE Vernova worth $1.92M as of Q3 2026.
Lakeside Advisors left its GE Vernova share count unchanged in Q3 2026.
GE Vernova made up 1.12% of Lakeside Advisors's portfolio in Q3 2026, its #19 holding.
Lakeside Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
Lakeside Advisors's GE Vernova position peaked at $2.38M in Q2 2026.
2,585 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.