Dynamic Advisor Solutions’s GE Vernova GEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.4M Sell
8,307
-354
-4% -$187K 0.14% 178
2025
Q1
$2.64M Buy
8,661
+4,429
+105% +$1.35M 0.09% 234
2024
Q4
$1.39M Sell
4,232
-396
-9% -$130K 0.06% 262
2024
Q3
$1.18M Sell
4,628
-133
-3% -$33.9K 0.04% 412
2024
Q2
$817K Buy
+4,761
New +$817K 0.03% 501