HB Wealth 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 | $5.74M | Sell |
10,843
-627
| -5% | -$332K | 0.05% | 202 |
|
2025
Q1 | $3.5M | Buy |
11,470
+5,521
| +93% | +$1.69M | 0.03% | 277 |
|
2024
Q4 | $1.96M | Buy |
5,949
+546
| +10% | +$180K | 0.02% | 285 |
|
2024
Q3 | $1.38M | Buy |
5,403
+760
| +16% | +$194K | 0.01% | 332 |
|
2024
Q2 | $796K | Buy |
+4,643
| New | +$796K | 0.01% | 413 |
|