Whelan Financial
GEV icon

Whelan Financial’s GE Vernova GEV Stock Holding History

Whelan Financial’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
Q3 		$368K Buy
388
+45
+13% +$44.6K 0.1% 73
2026
Q2 		$402K Buy
343
+1
+0.3% +$1.02K 0.11% 66
2026
Q1 		$299K Sell
342
-147
-30% -$115K 0.09% 70
2025
Q4 		$320K Buy
489
+42
+9% +$25.6K 0.1% 64
2025
Q3 		$275K Buy
+447
New +$271K 0.09% 70

Other funds holding GEV

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Whelan Financial's GEV Position: Q3 2026 in Review

Whelan Financial increased its GE Vernova (GEV) stake by 13% in Q3 2026, buying an estimated $44.6K and bringing the position to 388 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #73.

Whelan Financial first reported a position in GEV in Q3 2025 and has held it in 5 quarters since. The position peaked at $402K in Q2 2026. 1,872 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

  • Whelan Financial held 388 shares of GE Vernova worth $368K as of Q3 2026.
  • Whelan Financial bought 45 GE Vernova shares in Q3 2026, an estimated $44.6K.
  • GE Vernova made up 0.1% of Whelan Financial's portfolio in Q3 2026, its #73 holding.
  • Whelan Financial first reported a position in GE Vernova in Q3 2025 and has held it in 5 quarters since.
  • Whelan Financial's GE Vernova position peaked at $402K in Q2 2026.
  • 1,872 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.