Lipe & Dalton’s GE Vernova GEV Stock Holding History

Lipe & Dalton’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 Q3	–	Sell	-73	Closed	-$86K	–	98
2026 Q2	$86K	Buy	+73	New	+$74.5K	0.04%	84

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Lipe & Dalton's GEV Position: Q3 2026 in Review

Lipe & Dalton sold out of GE Vernova (GEV) in Q3 2026, closing a stake of 73 shares — an estimated $86K sold.

Lipe & Dalton first reported a position in GEV in Q2 2026 and held it in 1 quarter. The position peaked at $86K in Q2 2026. 1,544 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Lipe & Dalton reported no remaining GE Vernova position as of Q3 2026 after selling out during the quarter.
Lipe & Dalton sold 73 GE Vernova shares in Q3 2026, an estimated $86K.
Lipe & Dalton first reported a position in GE Vernova in Q2 2026 and held it in 1 quarter.
Lipe & Dalton's GE Vernova position peaked at $86K in Q2 2026.
1,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.