LEIGH BALDWIN & CO., LLC GEV GE VERNOVA INC

Ownership history in LEIGH BALDWIN & CO., LLC  ·  3 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported GE VERNOVA INC (GEV) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.02% in 2026 Q1. The latest visible filing shows GEV at 1.02% 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 LEIGH BALDWIN & CO., 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 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% 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
2025 Q3 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 LEIGH BALDWIN & CO., 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,801 -250 -12.2% 1.02% $1.6M 2026-05-20 $1024.52
2025 Q4 REDUCED 80.4% +33.7% 2,051 -8,406 -80.4% 0.88% $1.3M 2026-02-12 $816.07
2025 Q3 INITIATED 10,457 0.14% $464K 2025-11-13 $557.42

FAQ About LEIGH BALDWIN & CO., 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 LEIGH BALDWIN & CO., LLC reported owning GEV?

LEIGH BALDWIN & CO., LLC reported GEV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported GEV position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for GEV was 1.02% in 2026 Q1.

What is the latest reported GEV position on this page?

The most recent filing on this page is 2026 Q1, when LEIGH BALDWIN & CO., LLC reported 1,801 shares, equal to 1.02% of portfolio, with an estimated market value of $1.6M.

What does the chart on this GEV ownership page compare?

The chart compares LEIGH BALDWIN & CO., 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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