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LRI Investments’s GE Vernova GEV Stock Holding History

LRI Investments’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 		$2.34M Sell
1,995
-477
-19% -$487K 0.19% 65
2026
Q1 		$2.16M Sell
2,472
-115
-4% -$89.7K 0.19% 62
2025
Q4 		$1.69M Buy
2,587
+974
+60% +$593K 0.14% 74
2025
Q3 		$992K Buy
1,613
+67
+4% +$40.6K 0.08% 110
2025
Q2 		$818K Buy
1,546
+957
+162% +$398K 0.07% 127
2025
Q1 		$180K Sell
589
-54
-8% -$18.8K 0.02% 285
2024
Q4 		$212K Sell
643
-189
-23% -$59.1K 0.02% 256
2024
Q3 		$271K Buy
832
+331
+66% +$63.6K 0.03% 223
2024
Q2 		$85.9K Buy
+501
New +$79.4K 0.01% 408

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

LRI Investments's GEV Position: Q2 2026 in Review

LRI Investments reduced its GE Vernova (GEV) stake by 19% in Q2 2026, selling an estimated $487K and leaving 1,995 shares worth $2.34M. The position accounts for 0.19% of the portfolio, ranked #65.

LRI Investments first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • LRI Investments held 1,995 shares of GE Vernova worth $2.34M as of Q2 2026.
  • LRI Investments sold 477 GE Vernova shares in Q2 2026, an estimated $487K.
  • GE Vernova made up 0.19% of LRI Investments's portfolio in Q2 2026, its #65 holding.
  • LRI Investments first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.