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Lantz Financial’s GE Vernova GEV Stock Holding History

Lantz Financial’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 		$1.67M Sell
1,420
-14
-1% -$14.3K 0.31% 91
2026
Q1 		$1.25M Sell
1,434
-36
-2% -$28.1K 0.26% 104
2025
Q4 		$961K Buy
1,470
+81
+6% +$49.3K 0.2% 118
2025
Q3 		$854K Buy
1,389
+489
+54% +$296K 0.19% 124
2025
Q2 		$476K Buy
900
+35
+4% +$14.6K 0.12% 146
2025
Q1 		$264K Sell
865
-20
-2% -$6.97K 0.07% 185
2024
Q4 		$291K Buy
885
+7
+0.8% +$2.19K 0.08% 182
2024
Q3 		$224K Buy
+878
New +$169K 0.06% 207

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lantz Financial's GEV Position: Q2 2026 in Review

Lantz Financial reduced its GE Vernova (GEV) stake by 0.98% in Q2 2026, selling an estimated $14.3K and leaving 1,420 shares worth $1.67M. The position accounts for 0.31% of the portfolio, ranked #91.

Lantz Financial first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Lantz Financial held 1,420 shares of GE Vernova worth $1.67M as of Q2 2026.
  • Lantz Financial sold 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
  • GE Vernova made up 0.31% of Lantz Financial's portfolio in Q2 2026, its #91 holding.
  • Lantz Financial first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.