EP Wealth Advisors’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 | $3.4M | Buy |
6,432
+825
| +15% | +$437K | 0.02% | 318 |
|
|
2025
Q1 | $1.71M | Sell |
5,607
-215
| -4% | -$65.6K | 0.01% | 393 |
|
|
2024
Q4 | $1.92M | Sell |
5,822
-68
| -1% | -$22.4K | 0.02% | 367 |
|
|
2024
Q3 | $1.5M | Buy |
5,890
+1,208
| +26% | +$308K | 0.01% | 412 |
|
|
2024
Q2 | $803K | Buy |
+4,682
| New | +$803K | 0.01% | 425 |
|