Marsico Capital Management’s GE Vernova GEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166M | Buy |
314,076
+4,503
| +1% | +$2.38M | 4.51% | 8 |
|
|
2025
Q1 | $94.5M | Sell |
309,573
-106,400
| -26% | -$32.5M | 3.24% | 11 |
|
|
2024
Q4 | $137M | Buy |
415,973
+114,443
| +38% | +$37.6M | 3.72% | 8 |
|
|
2024
Q3 | $76.9M | Sell |
301,530
-259,875
| -46% | -$66.3M | 2.15% | 18 |
|
|
2024
Q2 | $96.3M | Buy |
+561,405
| New | +$96.3M | 2.88% | 14 |
|