Lummis Asset Management’s GE Vernova GEV Stock Holding History

Lummis Asset Management’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	$7.05K	Buy	6 +3	+100%	+$3.06K	﹤0.01%	136
2026 Q1	$2.62K	Hold	3	–	–	﹤0.01%	169
2025 Q4	$1.96K	Hold	3	–	–	﹤0.01%	169
2025 Q3	$1.84K	Hold	3	–	–	﹤0.01%	147
2025 Q2	$1.59K	Hold	3	–	–	﹤0.01%	148
2025 Q1	$916	Hold	3	–	–	﹤0.01%	157
2024 Q4	$987	Hold	3	–	–	﹤0.01%	140
2024 Q3	$765	Hold	3	–	–	﹤0.01%	142
2024 Q2	$515	Buy	+3	New	+$475	﹤0.01%	149

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

Lummis Asset Management's GEV Position: Q2 2026 in Review

Lummis Asset Management increased its GE Vernova (GEV) stake by 100% in Q2 2026, buying an estimated $3.06K and bringing the position to 6 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Lummis Asset Management first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Lummis Asset Management held 6 shares of GE Vernova worth $7.05K as of Q2 2026.
Lummis Asset Management bought 3 GE Vernova shares in Q2 2026, an estimated $3.06K.
GE Vernova made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #136 holding.
Lummis Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.