IWA
IBEX Wealth Advisors’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
+4,710
| New | +$2.49M | 0.27% | 76 |
|
|
2025
Q1 | – | Sell |
-5,100
| Closed | -$1.68M | – | 221 |
|
|
2024
Q4 | $1.68M | Buy |
+5,100
| New | +$1.68M | 0.2% | 88 |
|
|
2024
Q3 | – | Sell |
-5,827
| Closed | -$999K | – | 285 |
|
|
2024
Q2 | $999K | Buy |
+5,827
| New | +$999K | 0.16% | 79 |
|