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Lumbard & Kellner’s GE Vernova GEV Stock Holding History

Lumbard & Kellner’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 		$671K Buy
571
+54
+10% +$55.1K 0.2% 72
2026
Q1 		$451K Hold
517
– – 0.16% 75
2025
Q4 		$338K Hold
517
– – 0.12% 80
2025
Q3 		$318K Hold
517
– – 0.12% 82
2025
Q2 		$274K Buy
+517
New +$215K 0.12% 78

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

Lumbard & Kellner's GEV Position: Q2 2026 in Review

Lumbard & Kellner increased its GE Vernova (GEV) stake by 10% in Q2 2026, buying an estimated $55.1K and bringing the position to 571 shares worth $671K. The position accounts for 0.2% of the portfolio, ranked #72.

Lumbard & Kellner first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Lumbard & Kellner held 571 shares of GE Vernova worth $671K as of Q2 2026.
  • Lumbard & Kellner bought 54 GE Vernova shares in Q2 2026, an estimated $55.1K.
  • GE Vernova made up 0.2% of Lumbard & Kellner's portfolio in Q2 2026, its #72 holding.
  • Lumbard & Kellner first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.