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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lummis Asset Management's GEV Position: Q1 2026 in Review

Lummis Asset Management held its GE Vernova (GEV) position steady in Q1 2026 at 3 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Lummis Asset Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Lummis Asset Management held 3 shares of GE Vernova worth $2.62K as of Q1 2026.
Lummis Asset Management left its GE Vernova share count unchanged in Q1 2026.
GE Vernova made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #169 holding.
Lummis Asset Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.