DFG
GEV icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dupree Financial Group's GEV Position: Q1 2026 in Review

Dupree Financial Group sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 501 shares — an estimated $327K sold.

Dupree Financial Group first reported a position in GEV in Q2 2025 and held it in 3 quarters. The position peaked at $327K in Q4 2025. 3,127 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Dupree Financial Group reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
  • Dupree Financial Group sold 501 GE Vernova shares in Q1 2026, an estimated $327K.
  • Dupree Financial Group first reported a position in GE Vernova in Q2 2025 and held it in 3 quarters.
  • Dupree Financial Group's GE Vernova position peaked at $327K in Q4 2025.
  • 3,127 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Dupree Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.