Corient Private Wealth’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 | $30.1M | Buy |
56,786
+3,679
| +7% | +$1.95M | 0.03% | 357 |
|
2025
Q1 | $16.2M | Sell |
53,107
-3,215
| -6% | -$981K | 0.03% | 420 |
|
2024
Q4 | $18.5M | Sell |
56,322
-300
| -0.5% | -$98.7K | 0.03% | 407 |
|
2024
Q3 | $14.4M | Buy |
56,622
+4,737
| +9% | +$1.21M | 0.02% | 462 |
|
2024
Q2 | $8.9M | Buy |
+51,885
| New | +$8.9M | 0.02% | 560 |
|