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Key Financial Inc’s GE Vernova GEV Stock Holding History

Key Financial Inc’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 		$1.26M Buy
1,075
+95
+10% +$97K 0.21% 92
2026
Q1 		$855K Buy
980
+2
+0.2% +$1.56K 0.15% 124
2025
Q4 		$639K Hold
978
– – 0.12% 146
2025
Q3 		$593K Buy
978
+4
+0.4% +$2.42K 0.11% 155
2025
Q2 		$515K Buy
974
+314
+48% +$131K 0.1% 163
2025
Q1 		$201K Hold
660
– – 0.04% 265
2024
Q4 		$217K Hold
660
– – 0.05% 244
2024
Q3 		$168K Buy
660
+79
+14% +$15.2K 0.04% 269
2024
Q2 		$99.6K Buy
+581
New +$92.1K 0.02% 341

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

Key Financial Inc's GEV Position: Q2 2026 in Review

Key Financial Inc increased its GE Vernova (GEV) stake by 9.7% in Q2 2026, buying an estimated $97K and bringing the position to 1,075 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #92.

Key Financial Inc first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,444 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Key Financial Inc held 1,075 shares of GE Vernova worth $1.26M as of Q2 2026.
  • Key Financial Inc bought 95 GE Vernova shares in Q2 2026, an estimated $97K.
  • GE Vernova made up 0.21% of Key Financial Inc's portfolio in Q2 2026, its #92 holding.
  • Key Financial Inc first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.