Lyell Wealth Management
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Lyell Wealth Management’s GE Vernova GEV Stock Holding History

Lyell Wealth 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
Q3 		$567K Sell
597
-31
-5% -$30.7K 0.03% 163
2026
Q2 		$738K Buy
628
+99
+19% +$101K 0.05% 139
2026
Q1 		$462K Hold
529
– – 0.03% 158
2025
Q4 		$346K Buy
529
+3
+0.6% +$1.83K 0.03% 175
2025
Q3 		$323K Hold
526
– – 0.02% 175
2025
Q2 		$278K Buy
+526
New +$219K 0.02% 188

Other funds holding GEV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Lyell Wealth Management's GEV Position: Q3 2026 in Review

Lyell Wealth Management reduced its GE Vernova (GEV) stake by 4.9% in Q3 2026, selling an estimated $30.7K and leaving 597 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #163.

Lyell Wealth Management first reported a position in GEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $738K in Q2 2026. 1,445 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Lyell Wealth Management held 597 shares of GE Vernova worth $567K as of Q3 2026.
  • Lyell Wealth Management sold 31 GE Vernova shares in Q3 2026, an estimated $30.7K.
  • GE Vernova made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Lyell Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's GE Vernova position peaked at $738K in Q2 2026.
  • 1,445 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.