Crestwood Advisors Group’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 | $1.96M | Buy |
3,709
+387
| +12% | +$205K | 0.04% | 211 |
|
|
2025
Q1 | $1.01M | Buy |
3,322
+925
| +39% | +$282K | 0.02% | 270 |
|
|
2024
Q4 | $788K | Sell |
2,397
-68
| -3% | -$22.4K | 0.01% | 257 |
|
|
2024
Q3 | $629K | Sell |
2,465
-149
| -6% | -$38K | 0.01% | 268 |
|
|
2024
Q2 | $448K | Buy |
+2,614
| New | +$448K | 0.01% | 291 |
|