CMC Financial Group’s GE Vernova GEV Stock Holding History

CMC Financial Group’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
2025 Q4	–	Sell	-505	Closed	-$311K	–	45
2025 Q3	$311K	Buy	+505	New	+$306K	0.57%	30
2025 Q2	–	Sell	-925	Closed	-$282K	–	42
2025 Q1	$282K	Buy	+925	New	+$323K	0.64%	22

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CMC Financial Group's GEV Position: Q4 2025 in Review

CMC Financial Group sold out of GE Vernova (GEV) in Q4 2025, closing a stake of 505 shares — an estimated $311K sold.

CMC Financial Group first reported a position in GEV in Q1 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 2,817 funds tracked by Wall St. Rank hold GEV as of Q4 2025.

CMC Financial Group reported no remaining GE Vernova position as of Q4 2025 after selling out during the quarter.
CMC Financial Group sold 505 GE Vernova shares in Q4 2025, an estimated $311K.
CMC Financial Group first reported a position in GE Vernova in Q1 2025 and held it in 2 quarters.
CMC Financial Group's GE Vernova position peaked at $311K in Q3 2025.
2,817 funds tracked by Wall St. Rank held GE Vernova as of Q4 2025.

Based on CMC Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.