Lauterbach Financial Advisors’s GE Vernova GEV Stock Holding History

Lauterbach Financial 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 Q2	$747K	Buy	636 +10	+2%	+$10.2K	0.32%	41
2026 Q1	$546K	Sell	626 -31	-5%	-$24.2K	0.27%	48
2025 Q4	$429K	Hold	657	–	–	0.21%	55
2025 Q3	$404K	Hold	657	–	–	0.2%	58
2025 Q2	$348K	Buy	+657	New	+$274K	0.19%	58
2025 Q1	–	Sell	-655	Closed	-$215K	–	79
2024 Q4	$215K	Buy	+655	New	+$205K	0.13%	69

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Lauterbach Financial Advisors's GEV Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its GE Vernova (GEV) stake by 1.6% in Q2 2026, buying an estimated $10.2K and bringing the position to 636 shares worth $747K. The position accounts for 0.32% of the portfolio, ranked #41.

Lauterbach Financial Advisors first reported a position in GEV in Q4 2024 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Lauterbach Financial Advisors held 636 shares of GE Vernova worth $747K as of Q2 2026.
Lauterbach Financial Advisors bought 10 GE Vernova shares in Q2 2026, an estimated $10.2K.
GE Vernova made up 0.32% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #41 holding.
Lauterbach Financial Advisors first reported a position in GE Vernova in Q4 2024 and has held it in 6 quarters since.
1,604 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.