Lauterbach Financial Advisors, LLC GEV GE VERNOVA INC

Ownership history in Lauterbach Financial Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Lauterbach Financial Advisors, LLC reported GE VERNOVA INC (GEV) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows GEV at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lauterbach Financial Advisors, LLC's position in GE VERNOVA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GEV was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lauterbach Financial Advisors, LLC held GEV — position size vs. price
% of Fund (quarterly)    GEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 626 -31 -4.7% 0.27% $546K 2026-05-14 $1089.97
2025 Q4 UNCHANGED 657 0% 0.21% $429K 2026-02-13 $801.24
2025 Q3 UNCHANGED 657 0% 0.20% $404K 2025-11-12 $574.34
2025 Q2 ADDED 657 +2 +0.3% 0.19% $348K 2025-07-17 $568.63
2024 Q4 INITIATED 655 0.13% $215K 2025-02-07 $376.66

FAQ About Lauterbach Financial Advisors, LLC and GEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lauterbach Financial Advisors, LLC reported owning GEV?

Lauterbach Financial Advisors, LLC reported GEV across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GEV position in Lauterbach Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for GEV was 0.27% in 2026 Q1.

What is the latest reported GEV position on this page?

The most recent filing on this page is 2026 Q1, when Lauterbach Financial Advisors, LLC reported 626 shares, equal to 0.27% of portfolio, with an estimated market value of $546K.

What does the chart on this GEV ownership page compare?

The chart compares Lauterbach Financial Advisors, LLC's quarterly GEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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