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LBP AM’s GE Vernova GEV Stock Holding History

LBP AM’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
Q1 		$42M Sell
48,085
-27,129
-36% -$21.2M 0.57% 34
2025
Q4 		$49.2M Buy
75,214
+11,397
+18% +$6.94M 0.57% 31
2025
Q3 		$39.2M Sell
63,817
-11,477
-15% -$6.95M 0.48% 43
2025
Q2 		$39.8M Sell
75,294
-29,245
-28% -$12.2M 0.56% 41
2025
Q1 		$31.9M Buy
104,539
+66,448
+174% +$23.2M 0.49% 41
2024
Q4 		$12.5M Buy
38,091
+13,680
+56% +$4.28M 0.17% 118
2024
Q3 		$6.22M Buy
24,411
+9,599
+65% +$1.84M 0.09% 168
2024
Q2 		$2.54M Buy
+14,812
New +$2.35M 0.1% 142

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBP AM's GEV Position: Q1 2026 in Review

LBP AM reduced its GE Vernova (GEV) stake by 36% in Q1 2026, selling an estimated $21.2M and leaving 48,085 shares worth $42M. The position accounts for 0.57% of the portfolio, ranked #34.

LBP AM first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $49.2M in Q4 2025. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • LBP AM held 48,085 shares of GE Vernova worth $42M as of Q1 2026.
  • LBP AM sold 27,129 GE Vernova shares in Q1 2026, an estimated $21.2M.
  • GE Vernova made up 0.57% of LBP AM's portfolio in Q1 2026, its #34 holding.
  • LBP AM first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • LBP AM's GE Vernova position peaked at $49.2M in Q4 2025.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.