LVW Advisors
GEV icon

LVW Advisors’s GE Vernova GEV Stock Holding History

LVW Advisors’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
Q3 		$903K Sell
950
-208
-18% -$206K 0.08% 164
2026
Q2 		$1.36M Buy
1,158
+194
+20% +$198K 0.12% 107
2026
Q1 		$841K Buy
964
+171
+22% +$133K 0.08% 132
2025
Q4 		$518K Buy
793
+101
+15% +$61.5K 0.05% 184
2025
Q3 		$426K Buy
+692
New +$419K 0.04% 221

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVW Advisors's GEV Position: Q3 2026 in Review

LVW Advisors reduced its GE Vernova (GEV) stake by 18% in Q3 2026, selling an estimated $206K and leaving 950 shares worth $903K. The position accounts for 0.08% of the portfolio, ranked #164.

LVW Advisors first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q2 2026. 2,258 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • LVW Advisors held 950 shares of GE Vernova worth $903K as of Q3 2026.
  • LVW Advisors sold 208 GE Vernova shares in Q3 2026, an estimated $206K.
  • GE Vernova made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #164 holding.
  • LVW Advisors first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • LVW Advisors's GE Vernova position peaked at $1.36M in Q2 2026.
  • 2,258 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.