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LifePlan Investment Advisors’s GE Vernova GEV Stock Holding History

LifePlan 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 		$1.14M Buy
970
+15
+2% +$15.3K 0.39% 66
2026
Q1 		$834K Sell
955
-13
-1% -$10.1K 0.33% 74
2025
Q4 		$633K Buy
968
+101
+12% +$61.5K 0.26% 74
2025
Q3 		$533K Buy
867
+38
+5% +$23K 0.22% 76
2025
Q2 		$439K Sell
829
-1
-0.1% -$416 0.22% 74
2025
Q1 		$253K Sell
830
-1
-0.1% -$349 0.15% 87
2024
Q4 		$273K Hold
831
– – 0.17% 79
2024
Q3 		$212K Buy
+831
New +$160K 0.14% 88

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

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

LifePlan Investment Advisors increased its GE Vernova (GEV) stake by 1.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 970 shares worth $1.14M. The position accounts for 0.39% of the portfolio, ranked #66.

LifePlan Investment Advisors first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,449 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • LifePlan Investment Advisors held 970 shares of GE Vernova worth $1.14M as of Q2 2026.
  • LifePlan Investment Advisors bought 15 GE Vernova shares in Q2 2026, an estimated $15.3K.
  • GE Vernova made up 0.39% of LifePlan Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • LifePlan Investment Advisors first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.