AssetMark Inc’s GE Vernova GEV Stock Holding History

AssetMark Inc’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	$21.2M	Sell	18,013 -134	-0.7%	-$137K	0.04%	351
2026 Q1	$15.8M	Buy	18,147 +1,180	+7%	+$921K	0.03%	380
2025 Q4	$11.1M	Sell	16,967 -2,392	-12%	-$1.46M	0.02%	464
2025 Q3	$11.9M	Buy	19,359 +2,754	+17%	+$1.67M	0.03%	408
2025 Q2	$8.79M	Buy	16,605 +2,501	+18%	+$1.04M	0.02%	449
2025 Q1	$4.31M	Buy	14,104 +4,834	+52%	+$1.69M	0.01%	544
2024 Q4	$3.05M	Buy	9,270 +1,581	+21%	+$494K	0.01%	618
2024 Q3	$1.96M	Buy	7,689 +7,132	+1,280%	+$1.37M	0.01%	656
2024 Q2	$95.5K	Buy	+557	New	+$88.3K	﹤0.01%	1116

Other funds holding GEV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AssetMark Inc's GEV Position: Q2 2026 in Review

AssetMark Inc reduced its GE Vernova (GEV) stake by 0.74% in Q2 2026, selling an estimated $137K and leaving 18,013 shares worth $21.2M. The position accounts for 0.04% of the portfolio, ranked #351.

AssetMark Inc first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 1,630 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

AssetMark Inc held 18,013 shares of GE Vernova worth $21.2M as of Q2 2026.
AssetMark Inc sold 134 GE Vernova shares in Q2 2026, an estimated $137K.
GE Vernova made up 0.04% of AssetMark Inc's portfolio in Q2 2026, its #351 holding.
AssetMark Inc first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
1,630 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.