West Financial Advisors’s GE Vernova GEV Stock Holding History

West Financial Advisors’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 Q1	–	Sell	-19	Closed	-$12.4K	–	247
2025 Q4	$12.4K	Buy	+19	New	+$11.6K	﹤0.01%	137

Other funds holding GEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Financial Advisors's GEV Position: Q1 2026 in Review

West Financial Advisors sold out of GE Vernova (GEV) in Q1 2026, closing a stake of 19 shares — an estimated $12.4K sold.

West Financial Advisors first reported a position in GEV in Q4 2025 and held it in 1 quarter. The position peaked at $12.4K in Q4 2025. 3,144 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

West Financial Advisors reported no remaining GE Vernova position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 19 GE Vernova shares in Q1 2026, an estimated $12.4K.
West Financial Advisors first reported a position in GE Vernova in Q4 2025 and held it in 1 quarter.
West Financial Advisors's GE Vernova position peaked at $12.4K in Q4 2025.
3,144 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.