AE Wealth 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
$8.57M Sell
16,197
-487
-3% -$258K 0.06% 274
2025
Q1
$5.09M Buy
16,684
+3,892
+30% +$1.19M 0.04% 338
2024
Q4
$4.21M Buy
12,792
+4,767
+59% +$1.57M 0.04% 374
2024
Q3
$2.05M Sell
8,025
-1,519
-16% -$387K 0.02% 524
2024
Q2
$1.64M Buy
+9,544
New +$1.64M 0.02% 579