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Marks Group Wealth Management’s GE Vernova GEV Stock Holding History

Marks Group Wealth Management’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
Q1 		$963K Buy
1,103
+3
+0.3% +$2.34K 0.09% 195
2025
Q4 		$719K Buy
1,100
+114
+12% +$69.4K 0.07% 211
2025
Q3 		$606K Buy
986
+3
+0.3% +$1.82K 0.06% 212
2025
Q2 		$520K Sell
983
-22
-2% -$9.16K 0.05% 220
2025
Q1 		$307K Sell
1,005
-13
-1% -$4.53K 0.03% 274
2024
Q4 		$335K Buy
1,018
+23
+2% +$7.19K 0.03% 248
2024
Q3 		$254K Buy
+995
New +$191K 0.02% 272

Other funds holding GEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marks Group Wealth Management's GEV Position: Q1 2026 in Review

Marks Group Wealth Management increased its GE Vernova (GEV) stake by 0.27% in Q1 2026, buying an estimated $2.34K and bringing the position to 1,103 shares worth $963K. The position accounts for 0.09% of the portfolio, ranked #195.

Marks Group Wealth Management first reported a position in GEV in Q3 2024 and has held it in 7 quarters since. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

  • Marks Group Wealth Management held 1,103 shares of GE Vernova worth $963K as of Q1 2026.
  • Marks Group Wealth Management bought 3 GE Vernova shares in Q1 2026, an estimated $2.34K.
  • GE Vernova made up 0.09% of Marks Group Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Marks Group Wealth Management first reported a position in GE Vernova in Q3 2024 and has held it in 7 quarters since.
  • 3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.