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LBMC Investment Advisors’s GE Vernova GEV Stock Holding History

LBMC Investment 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 		$1.67M Buy
1,425
+258
+22% +$263K 0.09% 88
2026
Q1 		$1.02M Hold
1,167
– – 0.06% 107
2025
Q4 		$763K Hold
1,167
– – 0.05% 118
2025
Q3 		$718K Hold
1,167
– – 0.05% 120
2025
Q2 		$618K Sell
1,167
-1
-0.1% -$416 0.04% 110
2025
Q1 		$357K Buy
1,168
+29
+3% +$10.1K 0.03% 141
2024
Q4 		$375K Hold
1,139
– – 0.03% 138
2024
Q3 		$290K Buy
+1,139
New +$219K 0.02% 154

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

LBMC Investment Advisors's GEV Position: Q2 2026 in Review

LBMC Investment Advisors increased its GE Vernova (GEV) stake by 22% in Q2 2026, buying an estimated $263K and bringing the position to 1,425 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #88.

LBMC Investment Advisors 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.

  • LBMC Investment Advisors held 1,425 shares of GE Vernova worth $1.67M as of Q2 2026.
  • LBMC Investment Advisors bought 258 GE Vernova shares in Q2 2026, an estimated $263K.
  • GE Vernova made up 0.09% of LBMC Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • LBMC Investment Advisors 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 LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.