Equitable 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 | $1.27M | Hold |
2,394
| – | – | 0.06% | 197 |
|
2025
Q1 | $731K | Sell |
2,394
-121
| -5% | -$36.9K | 0.04% | 257 |
|
2024
Q4 | $827K | Sell |
2,515
-144
| -5% | -$47.4K | 0.05% | 249 |
|
2024
Q3 | $678K | Sell |
2,659
-1,115
| -30% | -$284K | 0.04% | 257 |
|
2024
Q2 | $647K | Buy |
+3,774
| New | +$647K | 0.04% | 251 |
|