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Western Wealth Management’s GE Vernova GEV Stock Holding History

Western Wealth Management’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 		$4.9M Buy
5,615
+996
+22% +$777K 0.19% 109
2025
Q4 		$3.02M Buy
4,619
+52
+1% +$31.7K 0.14% 150
2025
Q3 		$2.81M Buy
4,567
+645
+16% +$391K 0.15% 143
2025
Q2 		$2.08M Buy
3,922
+319
+9% +$133K 0.12% 163
2025
Q1 		$1.1M Buy
3,603
+754
+26% +$263K 0.07% 236
2024
Q4 		$937K Buy
2,849
+125
+5% +$39.1K 0.06% 259
2024
Q3 		$694K Sell
2,724
-266
-9% -$51.1K 0.04% 377
2024
Q2 		$513K Buy
+2,990
New +$474K 0.04% 364

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Wealth Management's GEV Position: Q1 2026 in Review

Western Wealth Management increased its GE Vernova (GEV) stake by 22% in Q1 2026, buying an estimated $777K and bringing the position to 5,615 shares worth $4.9M. The position accounts for 0.19% of the portfolio, ranked #109.

Western Wealth Management first reported a position in GEV in Q2 2024 and has held it in 8 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Western Wealth Management held 5,615 shares of GE Vernova worth $4.9M as of Q1 2026.
  • Western Wealth Management bought 996 GE Vernova shares in Q1 2026, an estimated $777K.
  • GE Vernova made up 0.19% of Western Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Western Wealth Management first reported a position in GE Vernova in Q2 2024 and has held it in 8 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.