CIA
Concurrent Investment Advisors’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
7,384
+1,375
| +23% | +$728K | 0.08% | 271 |
|
|
2025
Q1 | $1.83M | Buy |
6,009
+2,871
| +91% | +$876K | 0.04% | 380 |
|
|
2024
Q4 | $1.03M | Buy |
3,138
+72
| +2% | +$23.7K | 0.03% | 473 |
|
|
2024
Q3 | $782K | Sell |
3,066
-22
| -0.7% | -$5.61K | 0.02% | 519 |
|
|
2024
Q2 | $530K | Buy |
+3,088
| New | +$530K | 0.02% | 564 |
|