Skip to content
Disclosery

Western Financial Corp/CA: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Financial Corp/CA on GEV, newest first. How the timeline and the estimate are built.

Western Financial Corp/CA held 6,994 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,994 shares
    Change vs previous 13F +4,170 shares

    2.41% of the 13F portfolio, value $8,217,042.

    13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,824 shares
    Change vs previous 13F -806 shares

    0.96% of the 13F portfolio, value $2,465,110.

    13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,630 shares
    Change vs previous 13F -71 shares

    0.94% of the 13F portfolio, value $2,372,471.

    13F-HR 0001954480-26-000001 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,701 shares
    Change vs previous 13F +1,425 shares

    0.99% of the 13F portfolio, value $2,275,745.

    13F-HR 0001954480-25-000003 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,276 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,204,345.

    13F-HR 0001085146-25-003902 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).