Marcum Wealth’s GE Vernova GEV Stock Holding History

Marcum Wealth’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 Q1	$357K	Buy	1,171 +287	+32%	+$100K	0.03%	254
2024 Q4	$291K	Buy	+884	New	+$276K	0.03%	285

Other funds holding GEV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's GEV Position: Q1 2025 in Review

Marcum Wealth increased its GE Vernova (GEV) stake by 32% in Q1 2025, buying an estimated $100K and bringing the position to 1,171 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #254.

Marcum Wealth first reported a position in GEV in Q4 2024 and has held it in 2 quarters since. 1,949 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

Marcum Wealth held 1,171 shares of GE Vernova worth $357K as of Q1 2025.
Marcum Wealth bought 287 GE Vernova shares in Q1 2025, an estimated $100K.
GE Vernova made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #254 holding.
Marcum Wealth first reported a position in GE Vernova in Q4 2024 and has held it in 2 quarters since.
1,949 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.