Diversified Trust’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 | $7.8M | Buy |
14,734
+1,184
| +9% | +$627K | 0.17% | 73 |
|
|
2025
Q1 | $4.14M | Sell |
13,550
-1,529
| -10% | -$467K | 0.1% | 117 |
|
|
2024
Q4 | $4.96M | Buy |
15,079
+5,768
| +62% | +$1.9M | 0.12% | 99 |
|
|
2024
Q3 | $2.37M | Buy |
9,311
+7,686
| +473% | +$1.96M | 0.06% | 204 |
|
|
2024
Q2 | $279K | Buy |
+1,625
| New | +$279K | 0.01% | 701 |
|