Mather Group’s GE Vernova GEV Stock Holding History

Mather 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
2026 Q3	$10.7M	Buy	11,287 +2,227	+25%	+$2.21M	0.09%	103
2026 Q2	$10.6M	Buy	9,060 +2,602	+40%	+$2.66M	0.09%	101
2026 Q1	$5.64M	Buy	6,458 +3,238	+101%	+$2.53M	0.06%	124
2025 Q4	$2.1M	Buy	3,220 +67	+2%	+$40.8K	0.02%	198
2025 Q3	$1.94M	Buy	3,153 +388	+14%	+$235K	0.02%	201
2025 Q2	$1.46M	Buy	2,765 +94	+4%	+$39.1K	0.02%	228
2025 Q1	$815K	Buy	2,671 +418	+19%	+$146K	0.01%	280
2024 Q4	$741K	Buy	2,253 +172	+8%	+$53.8K	0.01%	274
2024 Q3	$531K	Buy	+2,081	New	+$400K	0.01%	353

Other funds holding GEV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Mather Group's GEV Position: Q3 2026 in Review

Mather Group increased its GE Vernova (GEV) stake by 25% in Q3 2026, buying an estimated $2.21M and bringing the position to 11,287 shares worth $10.7M. The position accounts for 0.09% of the portfolio, ranked #103.

Mather Group first reported a position in GEV in Q3 2024 and has held it in 9 quarters since. 635 funds tracked by Wall St. Rank hold GEV as of Q3 2026.

Mather Group held 11,287 shares of GE Vernova worth $10.7M as of Q3 2026.
Mather Group bought 2,227 GE Vernova shares in Q3 2026, an estimated $2.21M.
GE Vernova made up 0.09% of Mather Group's portfolio in Q3 2026, its #103 holding.
Mather Group first reported a position in GE Vernova in Q3 2024 and has held it in 9 quarters since.
635 funds tracked by Wall St. Rank held GE Vernova as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.