LPL Financial
GEV icon

LPL Financial’s GE Vernova GEV Stock Holding History

LPL Financial’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 		$587M Buy
499,581
+26,944
+6% +$27.5M 0.13% 152
2026
Q1 		$413M Buy
472,637
+30,669
+7% +$23.9M 0.11% 190
2025
Q4 		$289M Buy
441,968
+100,787
+30% +$61.4M 0.08% 232
2025
Q3 		$210M Buy
341,181
+36,059
+12% +$21.8M 0.06% 295
2025
Q2 		$161M Buy
305,122
+83,723
+38% +$34.9M 0.05% 322
2025
Q1 		$67.6M Buy
221,399
+20,378
+10% +$7.11M 0.03% 565
2024
Q4 		$66.1M Sell
201,021
-37,365
-16% -$11.7M 0.03% 538
2024
Q3 		$60.8M Buy
238,386
+10,222
+4% +$1.96M 0.03% 545
2024
Q2 		$39.1M Buy
+228,164
New +$36.2M 0.02% 659

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

LPL Financial's GEV Position: Q2 2026 in Review

LPL Financial increased its GE Vernova (GEV) stake by 5.7% in Q2 2026, buying an estimated $27.5M and bringing the position to 499,581 shares worth $587M. The position accounts for 0.13% of the portfolio, ranked #152.

LPL Financial first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,447 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • LPL Financial held 499,581 shares of GE Vernova worth $587M as of Q2 2026.
  • LPL Financial bought 26,944 GE Vernova shares in Q2 2026, an estimated $27.5M.
  • GE Vernova made up 0.13% of LPL Financial's portfolio in Q2 2026, its #152 holding.
  • LPL Financial first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,447 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.