Keystone Financial Group (Kentucky)’s GE Vernova GEV Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	$648K	Buy	739 +174	+31%	+$136K	0.04%	260
2025 Q4	$369K	Sell	565 -1,111	-66%	-$677K	0.03%	308
2025 Q3	$1.03M	Buy	1,676 +346	+26%	+$210K	0.08%	159
2025 Q2	$704K	Sell	1,330 -80	-6%	-$33.3K	0.06%	189
2025 Q1	$430K	Sell	1,410 -218	-13%	-$76K	0.04%	234
2024 Q4	$535K	Sell	1,628 -97	-6%	-$30.3K	0.05%	202
2024 Q3	$440K	Buy	1,725 +46	+3%	+$8.83K	0.06%	215
2024 Q2	$288K	Buy	+1,679	New	+$266K	0.1%	127

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s GEV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its GE Vernova (GEV) stake by 31% in Q1 2026, buying an estimated $136K and bringing the position to 739 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #260.

Keystone Financial Group (Kentucky) first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 3,118 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Keystone Financial Group (Kentucky) held 739 shares of GE Vernova worth $648K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 174 GE Vernova shares in Q1 2026, an estimated $136K.
GE Vernova made up 0.04% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #260 holding.
Keystone Financial Group (Kentucky) first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s GE Vernova position peaked at $1.03M in Q3 2025.
3,118 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.