GeoWealth Management’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 | $473K | Buy |
894
+163
| +22% | +$86.3K | 0.02% | 414 |
|
|
2025
Q1 | $223K | Sell |
731
-1,717
| -70% | -$524K | 0.01% | 630 |
|
|
2024
Q4 | $805K | Buy |
2,448
+448
| +22% | +$147K | 0.03% | 352 |
|
|
2024
Q3 | $510K | Sell |
2,000
-73
| -4% | -$18.6K | 0.02% | 465 |
|
|
2024
Q2 | $355K | Buy |
+2,073
| New | +$355K | 0.02% | 532 |
|