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KMG Fiduciary Partners’s GE Vernova GEV Stock Holding History

KMG Fiduciary Partners’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 		$2.11M Buy
1,794
+1,524
+564% +$1.56M 0.2% 88
2026
Q1 		$236K Buy
+270
New +$211K 0.02% 251
2025
Q4 		– Sell
-398
Closed -$245K – 304
2025
Q3 		$245K Buy
+398
New +$241K 0.02% 277

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

KMG Fiduciary Partners's GEV Position: Q2 2026 in Review

KMG Fiduciary Partners increased its GE Vernova (GEV) stake by 564% in Q2 2026, buying an estimated $1.56M and bringing the position to 1,794 shares worth $2.11M. The position accounts for 0.2% of the portfolio, ranked #88.

KMG Fiduciary Partners first reported a position in GEV in Q3 2025 and has held it in 3 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • KMG Fiduciary Partners held 1,794 shares of GE Vernova worth $2.11M as of Q2 2026.
  • KMG Fiduciary Partners bought 1,524 GE Vernova shares in Q2 2026, an estimated $1.56M.
  • GE Vernova made up 0.2% of KMG Fiduciary Partners's portfolio in Q2 2026, its #88 holding.
  • KMG Fiduciary Partners first reported a position in GE Vernova in Q3 2025 and has held it in 3 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.