EWM
Evercore Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
3,567
+668
| +23% | +$353K | 0.03% | 161 |
|
|
2025
Q1 | $885K | Buy |
2,899
+30
| +1% | +$9.16K | 0.01% | 224 |
|
|
2024
Q4 | $944K | Buy |
2,869
+1
| +0% | +$329 | 0.01% | 223 |
|
|
2024
Q3 | $731K | Buy |
2,868
+218
| +8% | +$55.6K | 0.01% | 245 |
|
|
2024
Q2 | $455K | Buy |
+2,650
| New | +$455K | 0.01% | 287 |
|