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

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

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. 139 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.
139 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.