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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westbourne Investments's GEV Position: Q3 2025 in Review

Westbourne Investments sold out of GE Vernova (GEV) in Q3 2025, closing a stake of 622 shares — an estimated $329K sold.

Westbourne Investments first reported a position in GEV in Q4 2024 and held it in 3 quarters. The position peaked at $1.99M in Q4 2024. 2,544 funds tracked by Wall St. Rank hold GEV as of Q3 2025.

  • Westbourne Investments reported no remaining GE Vernova position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 622 GE Vernova shares in Q3 2025, an estimated $329K.
  • Westbourne Investments first reported a position in GE Vernova in Q4 2024 and held it in 3 quarters.
  • Westbourne Investments's GE Vernova position peaked at $1.99M in Q4 2024.
  • 2,544 funds tracked by Wall St. Rank held GE Vernova as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.