FMWA
Forvis Mazars Wealth Advisors’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
3,493
+78
| +2% | +$41.3K | 0.04% | 164 |
|
|
2025
Q1 | $1.04M | Buy |
3,415
+759
| +29% | +$232K | 0.03% | 203 |
|
|
2024
Q4 | $874K | Hold |
2,656
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $677K | Sell |
2,656
-603
| -19% | -$154K | 0.02% | 271 |
|
|
2024
Q2 | $559K | Buy |
+3,259
| New | +$559K | 0.01% | 269 |
|