Lantern Wealth Advisors
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Lantern Wealth Advisors’s GE Vernova GEV Stock Holding History

Lantern Wealth 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 		$810K Buy
852
+220
+35% +$218K 0.35% 73
2026
Q2 		$743K Buy
632
+64
+11% +$65.3K 0.34% 74
2026
Q1 		$496K Buy
+568
New +$443K 0.25% 102

Other funds holding GEV

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Lantern Wealth Advisors's GEV Position: Q3 2026 in Review

Lantern Wealth Advisors increased its GE Vernova (GEV) stake by 35% in Q3 2026, buying an estimated $218K and bringing the position to 852 shares worth $810K. The position accounts for 0.35% of the portfolio, ranked #73.

Lantern Wealth Advisors first reported a position in GEV in Q1 2026 and has held it in 3 quarters since. 1,178 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Lantern Wealth Advisors held 852 shares of GE Vernova worth $810K as of Q3 2026.
  • Lantern Wealth Advisors bought 220 GE Vernova shares in Q3 2026, an estimated $218K.
  • GE Vernova made up 0.35% of Lantern Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • Lantern Wealth Advisors first reported a position in GE Vernova in Q1 2026 and has held it in 3 quarters since.
  • 1,178 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.