Beacon Pointe Advisors’s GE Vernova GEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.13M Sell
9,702
-948
-9% -$502K 0.05% 303
2025
Q1
$3.25M Sell
10,650
-378
-3% -$115K 0.04% 369
2024
Q4
$3.63M Sell
11,028
-8
-0.1% -$2.63K 0.04% 339
2024
Q3
$2.81M Sell
11,036
-648
-6% -$165K 0.03% 401
2024
Q2
$2M Buy
+11,684
New +$2M 0.02% 479