BigSur 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 | $4.13M | Buy |
7,803
+800
| +11% | +$423K | 1.04% | 25 |
|
2025
Q1 | $2.14M | Buy |
7,003
+3,441
| +97% | +$1.05M | 0.58% | 46 |
|
2024
Q4 | $1.17M | Buy |
3,562
+500
| +16% | +$165K | 0.34% | 81 |
|
2024
Q3 | $781K | Sell |
3,062
-6
| -0.2% | -$1.53K | 0.22% | 93 |
|
2024
Q2 | $526K | Buy |
+3,068
| New | +$526K | 0.16% | 108 |
|