Creative Planning’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 | $37.2M | Buy |
70,231
+6,065
| +9% | +$3.21M | 0.03% | 224 |
|
2025
Q1 | $19.6M | Buy |
64,166
+7,489
| +13% | +$2.29M | 0.02% | 330 |
|
2024
Q4 | $18.6M | Buy |
56,677
+4,036
| +8% | +$1.33M | 0.02% | 310 |
|
2024
Q3 | $13.4M | Buy |
52,641
+5,382
| +11% | +$1.37M | 0.01% | 360 |
|
2024
Q2 | $8.11M | Buy |
+47,259
| New | +$8.11M | 0.01% | 468 |
|