EverSource Wealth Advisors’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
2,880
+251
| +10% | +$133K | 0.07% | 199 |
|
|
2025
Q1 | $803K | Buy |
2,629
+598
| +29% | +$183K | 0.04% | 287 |
|
|
2024
Q4 | $668K | Buy |
2,031
+745
| +58% | +$245K | 0.04% | 310 |
|
|
2024
Q3 | $328K | Buy |
1,286
+186
| +17% | +$47.4K | 0.02% | 424 |
|
|
2024
Q2 | $196K | Sell |
1,100
-103
| -9% | -$18.4K | 0.01% | 566 |
|
|
2024
Q1 | $185K | Buy |
+1,203
| New | +$185K | 0.01% | 516 |
|