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Burkett Financial Services’s GE Vernova GEV Stock Holding History

Burkett Financial Services’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 		$27.6K Hold
29
– – 0.01% 213
2026
Q2 		$34.1K Buy
29
+6
+26% +$6.12K 0.01% 121
2026
Q1 		$20.1K Hold
23
– – 0.01% 146
2025
Q4 		$15K Hold
23
– – 0.01% 151
2025
Q3 		$14.1K Hold
23
– – ﹤0.01% 149
2025
Q2 		$12.2K Hold
23
– – ﹤0.01% 142
2025
Q1 		$7.02K Hold
23
– – ﹤0.01% 177
2024
Q4 		$7.57K Hold
23
– – ﹤0.01% 149
2024
Q3 		$5.87K Hold
23
– – ﹤0.01% 146
2024
Q2 		$3.94K Buy
+23
New +$3.65K ﹤0.01% 160

Other funds holding GEV

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Burkett Financial Services's GEV Position: Q3 2026 in Review

Burkett Financial Services held its GE Vernova (GEV) position steady in Q3 2026 at 29 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #213.

Burkett Financial Services first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $34.1K in Q2 2026. 133 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Burkett Financial Services held 29 shares of GE Vernova worth $27.6K as of Q3 2026.
  • Burkett Financial Services left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #213 holding.
  • Burkett Financial Services first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
  • Burkett Financial Services's GE Vernova position peaked at $34.1K in Q2 2026.
  • 133 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.