Key Financial Inc’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
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

Key Financial Inc's GEV Position: Q1 2026 in Review

Key Financial Inc increased its GE Vernova (GEV) stake by 0.2% in Q1 2026, buying an estimated $1.56K and bringing the position to 980 shares worth $855K. The position accounts for 0.15% of the portfolio, ranked #124.

Key Financial Inc first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Key Financial Inc held 980 shares of GE Vernova worth $855K as of Q1 2026.
  • Key Financial Inc bought 2 GE Vernova shares in Q1 2026, an estimated $1.56K.
  • GE Vernova made up 0.15% of Key Financial Inc's portfolio in Q1 2026, its #124 holding.
  • Key Financial Inc first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.