Lido Advisors
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Lido Advisors’s GE Vernova GEV Stock Holding History

Lido 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 		$2.58M Buy
2,200
+1,600
+267% +$1.63M 0.01% 710
2026
Q1 		$524K Buy
600
+100
+20% +$78K ﹤0.01% 1278
2025
Q4 		$327K Hold
500
– – ﹤0.01% 1517
2025
Q3 		$307K Buy
500
+200
+67% +$121K ﹤0.01% 1477
2025
Q2 		$159K Hold
300
– – ﹤0.01% 1546
2025
Q1 		$91.6K Hold
300
– – ﹤0.01% 1451
2024
Q4 		$98.7K Buy
+300
New +$93.8K ﹤0.01% 1444

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

Lido Advisors's GEV Position: Q2 2026 in Review

Lido Advisors increased its GE Vernova (GEV) stake by 2.7% in Q2 2026, buying an estimated $1.16M and bringing the position to 43,848 shares worth $51.5M. The position accounts for 0.14% of the portfolio, ranked #96.

Lido Advisors first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Lido Advisors held 43,848 shares of GE Vernova worth $51.5M as of Q2 2026.
  • Lido Advisors bought 1,136 GE Vernova shares in Q2 2026, an estimated $1.16M.
  • GE Vernova made up 0.14% of Lido Advisors's portfolio in Q2 2026, its #96 holding.
  • Lido Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.