EWM
Empirical Wealth Management’s GE Vernova GEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11M | Buy |
3,982
+542
| +16% | +$287K | 0.05% | 227 |
|
2025
Q1 | $1.05M | Buy |
3,440
+1,808
| +111% | +$552K | 0.03% | 291 |
|
2024
Q4 | $537K | Buy |
1,632
+167
| +11% | +$54.9K | 0.01% | 371 |
|
2024
Q3 | $374K | Buy |
1,465
+252
| +21% | +$64.3K | 0.01% | 422 |
|
2024
Q2 | $208K | Buy |
+1,213
| New | +$208K | 0.01% | 527 |
|