Key Client Fiduciary Advisors’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$517K Buy
440
+1
+0.2% +$1.02K 0.15% 130
2026
Q1
$383K Sell
439
-1
-0.2% -$780 0.13% 140
2025
Q4
$288K Sell
440
-17
-4% -$10.4K 0.1% 163
2025
Q3
$281K Buy
457
+25
+6% +$15.1K 0.09% 170
2025
Q2
$229K Buy
+432
New +$180K 0.09% 179

Other funds holding GEV

Key Client Fiduciary Advisors's GEV Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its GE Vernova (GEV) stake by 0.23% in Q2 2026, buying an estimated $1.02K and bringing the position to 440 shares worth $517K. The position accounts for 0.15% of the portfolio, ranked #130.

Key Client Fiduciary Advisors first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Key Client Fiduciary Advisors held 440 shares of GE Vernova worth $517K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 1 GE Vernova share in Q2 2026, an estimated $1.02K.
  • GE Vernova made up 0.15% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #130 holding.
  • Key Client Fiduciary Advisors first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.