CWS
Confluence Wealth Services’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
2,940
+947
| +48% | +$501K | 0.08% | 113 |
|
|
2025
Q1 | $670K | Buy |
1,993
+157
| +9% | +$52.7K | 0.04% | 195 |
|
|
2024
Q4 | $804K | Sell |
1,836
-38
| -2% | -$16.6K | 0.05% | 173 |
|
|
2024
Q3 | $478K | Sell |
1,874
-765
| -29% | -$195K | 0.03% | 230 |
|
|
2024
Q2 | $453K | Buy |
+2,639
| New | +$453K | 0.04% | 235 |
|