CBIZ Investment Advisory Services’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
$55.6K Buy
105
+59
+128% +$31.2K ﹤0.01% 123
2025
Q1
$14K Buy
46
+6
+15% +$1.83K ﹤0.01% 281
2024
Q4
$13.2K Buy
+40
New +$13.2K ﹤0.01% 260
2024
Q3
Sell
-9
Closed -$1.54K 450
2024
Q2
$1.54K Buy
+9
New +$1.54K ﹤0.01% 343