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Dupree Financial Group’s GE Vernova GEV Stock Holding History

Dupree Financial Group’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 		$467K Buy
+491
New +$487K 0.17% 58
2026
Q1 		– Sell
-501
Closed -$327K – 84
2025
Q4 		$327K Sell
501
-25
-5% -$15.2K 0.12% 64
2025
Q3 		$323K Buy
526
+48
+10% +$29.1K 0.12% 58
2025
Q2 		$253K Buy
+478
New +$199K 0.1% 62

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
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

Dupree Financial Group's GEV Position: Q3 2026 in Review

Dupree Financial Group opened a new position in GE Vernova (GEV) in Q3 2026: 491 shares worth $467K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings. This is a return to the name: Dupree Financial Group previously reported a position in GEV as recently as Q4 2025.

Dupree Financial Group first reported a position in GEV in Q2 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Dupree Financial Group held 491 shares of GE Vernova worth $467K as of Q3 2026.
  • GE Vernova was a new Dupree Financial Group position in Q3 2026.
  • GE Vernova made up 0.17% of Dupree Financial Group's portfolio in Q3 2026, its #58 holding.
  • Dupree Financial Group first reported a position in GE Vernova in Q2 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.