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Lowe Wealth Advisors’s GE Vernova GEV Stock Holding History

Lowe Wealth 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
2025
Q3 		$79.3K Buy
129
+38
+42% +$23K 0.03% 115
2025
Q2 		$48.2K Hold
91
– – 0.02% 143
2025
Q1 		$27.8K Sell
91
-10
-10% -$3.49K 0.01% 174
2024
Q4 		$33.2K Buy
101
+10
+11% +$3.13K 0.01% 156
2024
Q3 		$23.2K Buy
91
+72
+379% +$13.8K 0.01% 160
2024
Q2 		$3.26K Buy
+19
New +$3.01K ﹤0.01% 266

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Wealth Advisors's GEV Position: Q3 2025 in Review

Lowe Wealth Advisors increased its GE Vernova (GEV) stake by 42% in Q3 2025, buying an estimated $23K and bringing the position to 129 shares worth $79.3K. The position accounts for 0.03% of the portfolio, ranked #115.

Lowe Wealth Advisors first reported a position in GEV in Q2 2024 and has held it in 6 quarters since. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Lowe Wealth Advisors held 129 shares of GE Vernova worth $79.3K as of Q3 2025.
  • Lowe Wealth Advisors bought 38 GE Vernova shares in Q3 2025, an estimated $23K.
  • GE Vernova made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #115 holding.
  • Lowe Wealth Advisors first reported a position in GE Vernova in Q2 2024 and has held it in 6 quarters since.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.