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Moody Lynn & Lieberson’s GE Vernova GEV Stock Holding History

Moody Lynn & Lieberson’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 		$58.7M Sell
49,980
-604
-1% -$616K 3.1% 9
2026
Q1 		$44.2M Buy
50,584
+13,216
+35% +$10.3M 2.48% 11
2025
Q4 		$24.4M Buy
37,368
+394
+1% +$240K 1.29% 23
2025
Q3 		$22.7M Buy
36,974
+332
+0.9% +$201K 1.22% 23
2025
Q2 		$19.4M Sell
36,642
-14,142
-28% -$5.89M 1.12% 24
2025
Q1 		$15.5M Sell
50,784
-11,827
-19% -$4.12M 0.99% 29
2024
Q4 		$20.6M Buy
62,611
+22,122
+55% +$6.92M 1.26% 26
2024
Q3 		$10.3M Sell
40,489
-24,950
-38% -$4.79M 0.64% 36
2024
Q2 		$11.2M Buy
+65,439
New +$10.4M 0.73% 34

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

Moody Lynn & Lieberson's GEV Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its GE Vernova (GEV) stake by 1.2% in Q2 2026, selling an estimated $616K and leaving 49,980 shares worth $58.7M. The position accounts for 3.1% of the portfolio, ranked #9.

Moody Lynn & Lieberson first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Moody Lynn & Lieberson held 49,980 shares of GE Vernova worth $58.7M as of Q2 2026.
  • Moody Lynn & Lieberson sold 604 GE Vernova shares in Q2 2026, an estimated $616K.
  • GE Vernova made up 3.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #9 holding.
  • Moody Lynn & Lieberson first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.