WKWM
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Walter & Keenan Wealth Management’s GE Vernova GEV Stock Holding History

Walter & Keenan Wealth Management’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 		$320K Buy
272
+14
+5% +$14.3K 0.08% 138
2026
Q1 		$225K Buy
+258
New +$201K 0.06% 153

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

Walter & Keenan Wealth Management's GEV Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its GE Vernova (GEV) stake by 5.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 272 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #138.

Walter & Keenan Wealth Management first reported a position in GEV in Q1 2026 and has held it in 2 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Walter & Keenan Wealth Management held 272 shares of GE Vernova worth $320K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 14 GE Vernova shares in Q2 2026, an estimated $14.3K.
  • GE Vernova made up 0.08% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Walter & Keenan Wealth Management first reported a position in GE Vernova in Q1 2026 and has held it in 2 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.