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Westbourne Investments’s GE Vernova GEV Stock Holding History

Westbourne Investments’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
New +$278K 0.13% 109
2025
Q3 		– Sell
-622
Closed -$329K – 167
2025
Q2 		$329K Sell
622
-223
-26% -$92.9K 0.18% 100
2025
Q1 		$258K Sell
845
-5,215
-86% -$1.82M 0.16% 114
2024
Q4 		$1.99M Buy
+6,060
New +$1.89M 1.17% 23

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

Westbourne Investments's GEV Position: Q2 2026 in Review

Westbourne Investments opened a new position in GE Vernova (GEV) in Q2 2026: 272 shares worth $320K. The stake represents 0.13% of the portfolio and ranks #109 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in GEV as recently as Q2 2025.

Westbourne Investments first reported a position in GEV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.99M in Q4 2024. 3,455 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Westbourne Investments held 272 shares of GE Vernova worth $320K as of Q2 2026.
  • GE Vernova was a new Westbourne Investments position in Q2 2026.
  • GE Vernova made up 0.13% of Westbourne Investments's portfolio in Q2 2026, its #109 holding.
  • Westbourne Investments first reported a position in GE Vernova in Q4 2024 and has held it in 4 quarters since.
  • Westbourne Investments's GE Vernova position peaked at $1.99M in Q4 2024.
  • 3,455 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.