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Western Financial Corp’s GE Vernova GEV Stock Holding History

Western Financial Corp’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 		$8.22M Buy
6,994
+4,170
+148% +$4.26M 2.41% 7
2026
Q1 		$2.47M Sell
2,824
-806
-22% -$629K 0.96% 24
2025
Q4 		$2.37M Sell
3,630
-71
-2% -$43.2K 0.94% 20
2025
Q3 		$2.28M Buy
3,701
+1,425
+63% +$863K 0.99% 24
2025
Q2 		$1.2M Buy
+2,276
New +$948K 0.65% 44

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

Western Financial Corp's GEV Position: Q2 2026 in Review

Western Financial Corp increased its GE Vernova (GEV) stake by 148% in Q2 2026, buying an estimated $4.26M and bringing the position to 6,994 shares worth $8.22M. The position accounts for 2.41% of the portfolio, ranked #7.

Western Financial Corp first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 3,435 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Western Financial Corp held 6,994 shares of GE Vernova worth $8.22M as of Q2 2026.
  • Western Financial Corp bought 4,170 GE Vernova shares in Q2 2026, an estimated $4.26M.
  • GE Vernova made up 2.41% of Western Financial Corp's portfolio in Q2 2026, its #7 holding.
  • Western Financial Corp first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
  • 3,435 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.