CA
CapWealth Advisors’s GE Vernova GEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.4M | Sell |
47,998
-467
| -1% | -$247K | 2.5% | 12 |
|
2025
Q1 | $14.8M | Sell |
48,465
-13,756
| -22% | -$4.2M | 1.6% | 28 |
|
2024
Q4 | $20.5M | Sell |
62,221
-1,659
| -3% | -$546K | 2.24% | 18 |
|
2024
Q3 | $16.3M | Sell |
63,880
-130
| -0.2% | -$33.1K | 1.77% | 25 |
|
2024
Q2 | $11M | Buy |
+64,010
| New | +$11M | 1.39% | 31 |
|