CCM
Coldstream Capital Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
6,519
+761
| +13% | +$403K | 0.06% | 177 |
|
|
2025
Q1 | $1.76M | Sell |
5,758
-271
| -4% | -$82.7K | 0.04% | 274 |
|
|
2024
Q4 | $1.98M | Buy |
6,029
+1,081
| +22% | +$356K | 0.04% | 245 |
|
|
2024
Q3 | $1.3M | Buy |
4,948
+774
| +19% | +$204K | 0.03% | 309 |
|
|
2024
Q2 | $716K | Buy |
+4,174
| New | +$716K | 0.02% | 414 |
|