Marotta Asset Management’s GE Vernova GEV Stock Holding History

Marotta Asset 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 Q2	$449K	Hold	396	–	–	0.07%	73
2026 Q1	$354K	Hold	396	–	–	0.07%	77
2025 Q4	$259K	Hold	396	–	–	0.05%	90
2025 Q3	$240K	Buy	396 +4	+1%	+$2.42K	0.05%	92
2025 Q2	$207K	Buy	+392	New	+$163K	0.04%	98

Other funds holding GEV

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Marotta Asset Management's GEV Position: Q2 2026 in Review

Marotta Asset Management held its GE Vernova (GEV) position steady in Q2 2026 at 396 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #73.

Marotta Asset Management first reported a position in GEV in Q2 2025 and has held it in 5 quarters since. 1,729 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

Marotta Asset Management held 396 shares of GE Vernova worth $449K as of Q2 2026.
Marotta Asset Management left its GE Vernova share count unchanged in Q2 2026.
GE Vernova made up 0.07% of Marotta Asset Management's portfolio in Q2 2026, its #73 holding.
Marotta Asset Management first reported a position in GE Vernova in Q2 2025 and has held it in 5 quarters since.
1,729 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.