CAI
Capital Advisors Inc’s GE Vernova GEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $64.3M | Buy |
121,508
+968
| +0.8% | +$512K | 1.15% | 24 |
|
2025
Q1 | $36.8M | Sell |
120,540
-48,788
| -29% | -$14.9M | 0.73% | 55 |
|
2024
Q4 | $55.7M | Sell |
169,328
-43,053
| -20% | -$14.2M | 1.11% | 25 |
|
2024
Q3 | $54.2M | Buy |
212,381
+4,238
| +2% | +$1.08M | 1.08% | 31 |
|
2024
Q2 | $35.7M | Buy |
+208,143
| New | +$35.7M | 0.74% | 53 |
|