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WESPAC Advisors SoCal’s GE Vernova GEV Stock Holding History

WESPAC Advisors SoCal’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 		$6.05M Sell
5,151
-151
-3% -$154K 1.08% 33
2026
Q1 		$4.63M Sell
5,302
-922
-15% -$719K 0.98% 33
2025
Q4 		$4.07M Buy
6,224
+305
+5% +$186K 0.82% 38
2025
Q3 		$3.64M Sell
5,919
-26
-0.4% -$15.8K 0.74% 40
2025
Q2 		$3.15M Buy
5,945
+1,133
+24% +$472K 0.7% 42
2025
Q1 		$1.47M Buy
4,812
+529
+12% +$184K 0.38% 57
2024
Q4 		$1.41M Buy
4,283
+1,464
+52% +$458K 0.32% 61
2024
Q3 		$719K Buy
+2,819
New +$541K 0.17% 67

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

WESPAC Advisors SoCal's GEV Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its GE Vernova (GEV) stake by 2.8% in Q2 2026, selling an estimated $154K and leaving 5,151 shares worth $6.05M. The position accounts for 1.08% of the portfolio, ranked #33.

WESPAC Advisors SoCal first reported a position in GEV in Q3 2024 and has held it in 8 quarters since. 3,430 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • WESPAC Advisors SoCal held 5,151 shares of GE Vernova worth $6.05M as of Q2 2026.
  • WESPAC Advisors SoCal sold 151 GE Vernova shares in Q2 2026, an estimated $154K.
  • GE Vernova made up 1.08% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #33 holding.
  • WESPAC Advisors SoCal first reported a position in GE Vernova in Q3 2024 and has held it in 8 quarters since.
  • 3,430 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.