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 Q3	$18.5M	Buy	19,450 +1,437	+8%	+$1.42M	0.03%	388
2026 Q2	$21.2M	Sell	18,013 -134	-0.7%	-$137K	0.04%	352
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 $174B AUM 33.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc's GEV Position: Q3 2026 in Review

AssetMark Inc increased its GE Vernova (GEV) stake by 8% in Q3 2026, buying an estimated $1.42M and bringing the position to 19,450 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #388.

AssetMark Inc first reported a position in GEV in Q2 2024 and has held it in 10 quarters since. The position peaked at $21.2M in Q2 2026. 1,688 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

AssetMark Inc held 19,450 shares of GE Vernova worth $18.5M as of Q3 2026.
AssetMark Inc bought 1,437 GE Vernova shares in Q3 2026, an estimated $1.42M.
GE Vernova made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #388 holding.
AssetMark Inc first reported a position in GE Vernova in Q2 2024 and has held it in 10 quarters since.
AssetMark Inc's GE Vernova position peaked at $21.2M in Q2 2026.
1,688 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.