Concord Wealth Partners’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 | $153K | Buy |
289
+124
| +75% | +$65.5K | 0.02% | 226 |
|
|
2025
Q1 | $50.4K | Buy |
165
+1
| +0.6% | +$305 | 0.01% | 316 |
|
|
2024
Q4 | $53.9K | Sell |
164
-10
| -6% | -$3.29K | 0.01% | 317 |
|
|
2024
Q3 | $44.4K | Buy |
174
+50
| +40% | +$12.7K | 0.01% | 355 |
|
|
2024
Q2 | $21.3K | Buy |
+124
| New | +$21.3K | ﹤0.01% | 416 |
|