9WM
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9258 Wealth Management’s GE Vernova GEV Stock Holding History

9258 Wealth Management’s Portfolio GEV Stock Details GEV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$514K Sell
2,015
-94
-4% -$24K 0.08% 196
2024
Q2 		$362K Buy
+2,109
New +$362K 0.06% 238