HWA
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Heritage Wealth Advisors’s GE Vernova GEV Stock Holding History

Heritage Wealth Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$479K Hold
906
– – 0.02% 135
2025
Q1 		$277K Hold
906
– – 0.01% 171
2024
Q4 		$298K Hold
906
– – 0.01% 169
2024
Q3 		$231K Hold
906
– – 0.01% 195
2024
Q2 		$155K Buy
+906
New +$155K 0.01% 224