LM Advisors’s GE Vernova GEV Stock Holding History

LM 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	$720K	Buy	612 +31	+5%	+$31.6K	0.08%	132
2026 Q1	$666	Buy	581 +306	+111%	+$239K	0.01%	205
2025 Q4	$421	Sell	275 -124	-31%	-$75.5K	0.01%	207
2025 Q3	$245K	Buy	+399	New	+$242K	0.04%	185

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LM Advisors's GEV Position: Q2 2026 in Review

LM Advisors increased its GE Vernova (GEV) stake by 5.3% in Q2 2026, buying an estimated $31.6K and bringing the position to 612 shares worth $720K. The position accounts for 0.08% of the portfolio, ranked #132.

LM Advisors first reported a position in GEV in Q3 2025 and has held it in 4 quarters since. 3,427 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

LM Advisors held 612 shares of GE Vernova worth $720K as of Q2 2026.
LM Advisors bought 31 GE Vernova shares in Q2 2026, an estimated $31.6K.
GE Vernova made up 0.08% of LM Advisors's portfolio in Q2 2026, its #132 holding.
LM Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 4 quarters since.
3,427 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.