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Kelly Financial Services’s GE Vernova GEV Stock Holding History

Kelly 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
2024
Q3 		– Sell
-54
Closed -$9.26K – 778
2024
Q2 		$9.26K Buy
+54
New +$8.56K ﹤0.01% 430

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Kelly Financial Services's GEV Position: Q3 2024 in Review

Kelly Financial Services sold out of GE Vernova (GEV) in Q3 2024, closing a stake of 54 shares — an estimated $9.26K sold.

Kelly Financial Services first reported a position in GEV in Q2 2024 and held it in 1 quarter. The position peaked at $9.26K in Q2 2024. 1,618 funds tracked by Wall St. Rank hold GEV as of Q3 2024.

  • Kelly Financial Services reported no remaining GE Vernova position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 54 GE Vernova shares in Q3 2024, an estimated $9.26K.
  • Kelly Financial Services first reported a position in GE Vernova in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's GE Vernova position peaked at $9.26K in Q2 2024.
  • 1,618 funds tracked by Wall St. Rank held GE Vernova as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.