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Kiely Wealth Advisory Group’s GE Vernova GEV Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q2 		– Sell
-3
Closed -$471 – 320
2024
Q1 		$471 Buy
+3
New +$402 ﹤0.01% 275

Other funds holding GEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Kiely Wealth Advisory Group's GEV Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of GE Vernova (GEV) in Q2 2024, closing a stake of 3 shares — an estimated $471 sold.

Kiely Wealth Advisory Group first reported a position in GEV in Q1 2024 and held it in 1 quarter. The position peaked at $471 in Q1 2024. 1,459 funds tracked by Wall St. Rank hold GEV as of Q2 2024.

  • Kiely Wealth Advisory Group reported no remaining GE Vernova position as of Q2 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 3 GE Vernova shares in Q2 2024, an estimated $471.
  • Kiely Wealth Advisory Group first reported a position in GE Vernova in Q1 2024 and held it in 1 quarter.
  • Kiely Wealth Advisory Group's GE Vernova position peaked at $471 in Q1 2024.
  • 1,459 funds tracked by Wall St. Rank held GE Vernova as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.