O'Keefe Stevens Advisory
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O'Keefe Stevens Advisory’s GE Vernova GEV Stock Holding History

O'Keefe Stevens Advisory’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
Q3 		$215K Hold
226
– – 0.04% 77
2026
Q2 		$266K Buy
+226
New +$231K 0.05% 71

Other funds holding GEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

O'Keefe Stevens Advisory's GEV Position: Q3 2026 in Review

O'Keefe Stevens Advisory held its GE Vernova (GEV) position steady in Q3 2026 at 226 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #77.

O'Keefe Stevens Advisory first reported a position in GEV in Q2 2026 and has held it in 2 quarters since. The position peaked at $266K in Q2 2026. 2,459 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • O'Keefe Stevens Advisory held 226 shares of GE Vernova worth $215K as of Q3 2026.
  • O'Keefe Stevens Advisory left its GE Vernova share count unchanged in Q3 2026.
  • GE Vernova made up 0.04% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #77 holding.
  • O'Keefe Stevens Advisory first reported a position in GE Vernova in Q2 2026 and has held it in 2 quarters since.
  • O'Keefe Stevens Advisory's GE Vernova position peaked at $266K in Q2 2026.
  • 2,459 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.