Carson Wealth (CWM LLC)’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 | $13.2M | Buy |
24,861
+1,839
| +8% | +$973K | 0.05% | 331 |
|
|
2025
Q1 | $7.03M | Buy |
23,022
+9,229
| +67% | +$2.82M | 0.03% | 434 |
|
|
2024
Q4 | $4.54M | Buy |
13,793
+2,756
| +25% | +$907K | 0.02% | 496 |
|
|
2024
Q3 | $2.81M | Buy |
11,037
+2,149
| +24% | +$548K | 0.01% | 593 |
|
|
2024
Q2 | $1.52M | Buy |
+8,888
| New | +$1.52M | 0.01% | 718 |
|