LWM Advisory Services’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$443K Buy
377
+7
+2% +$7.14K 0.79% 41
2026
Q1
$323K Buy
+370
New +$289K 0.34% 62

Other funds holding GEV

LWM Advisory Services's GEV Position: Q2 2026 in Review

LWM Advisory Services increased its GE Vernova (GEV) stake by 1.9% in Q2 2026, buying an estimated $7.14K and bringing the position to 377 shares worth $443K. The position accounts for 0.79% of the portfolio, ranked #41.

LWM Advisory Services first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • LWM Advisory Services held 377 shares of GE Vernova worth $443K as of Q2 2026.
  • LWM Advisory Services bought 7 GE Vernova shares in Q2 2026, an estimated $7.14K.
  • GE Vernova made up 0.79% of LWM Advisory Services's portfolio in Q2 2026, its #41 holding.
  • LWM Advisory Services first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.