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Kestra Private Wealth Services’s GE Vernova GEV Stock Holding History

Kestra Private Wealth 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
Q2 		$24.2M Buy
20,631
+2,804
+16% +$2.86M 0.27% 76
2026
Q1 		$15.6M Buy
17,827
+1,146
+7% +$894K 0.19% 117
2025
Q4 		$10.9M Buy
16,681
+6,369
+62% +$3.88M 0.14% 162
2025
Q3 		$6.34M Buy
10,312
+1,890
+22% +$1.15M 0.08% 257
2025
Q2 		$4.46M Buy
8,422
+907
+12% +$378K 0.06% 295
2025
Q1 		$2.29M Buy
7,515
+1,867
+33% +$651K 0.04% 427
2024
Q4 		$1.86M Sell
5,648
-1,118
-17% -$349K 0.03% 450
2024
Q3 		$1.73M Sell
6,766
-745
-10% -$143K 0.03% 464
2024
Q2 		$1.29M Buy
+7,511
New +$1.19M 0.03% 498

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kestra Private Wealth Services's GEV Position: Q2 2026 in Review

Kestra Private Wealth Services increased its GE Vernova (GEV) stake by 16% in Q2 2026, buying an estimated $2.86M and bringing the position to 20,631 shares worth $24.2M. The position accounts for 0.27% of the portfolio, ranked #76.

Kestra Private Wealth Services first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Kestra Private Wealth Services held 20,631 shares of GE Vernova worth $24.2M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,804 GE Vernova shares in Q2 2026, an estimated $2.86M.
  • GE Vernova made up 0.27% of Kestra Private Wealth Services's portfolio in Q2 2026, its #76 holding.
  • Kestra Private Wealth Services first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.