EWM
Evermay Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
500
+80
| +19% | +$42.3K | 0.03% | 175 |
|
|
2025
Q1 | $128K | Buy |
420
+115
| +38% | +$35.1K | 0.02% | 234 |
|
|
2024
Q4 | $100K | Sell |
305
-55
| -15% | -$18.1K | 0.02% | 259 |
|
|
2024
Q3 | $91.8K | Sell |
360
-91
| -20% | -$23.2K | 0.01% | 276 |
|
|
2024
Q2 | $77.4K | Buy |
+451
| New | +$77.4K | 0.01% | 297 |
|