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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lyell Wealth Management's GEV Position: Q2 2026 in Review

Lyell Wealth Management increased its GE Vernova (GEV) stake by 19% in Q2 2026, buying an estimated $101K and bringing the position to 628 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #139.

Lyell Wealth Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,453 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Lyell Wealth Management held 628 shares of GE Vernova worth $738K as of Q2 2026.
  • Lyell Wealth Management bought 99 GE Vernova shares in Q2 2026, an estimated $101K.
  • GE Vernova made up 0.05% of Lyell Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Lyell Wealth Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.