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Circle Wealth Management’s GE Vernova GEV Stock Holding History

Circle Wealth Management’s Portfolio GEV Stock Details GEV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$302K Sell
989
-148
-13% -$45.2K 0.01% 192
2024
Q4 		$374K Sell
1,137
-988
-46% -$325K 0.01% 190
2024
Q3 		$542K Sell
2,125
-682
-24% -$174K 0.01% 166
2024
Q2 		$481K Buy
+2,807
New +$481K 0.01% 164