J.W. Cole Advisors’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 | $6.86M | Buy |
12,969
+486
| +4% | +$257K | 0.15% | 145 |
|
|
2025
Q1 | $3.81M | Buy |
12,483
+7,816
| +167% | +$2.39M | 0.12% | 178 |
|
|
2024
Q4 | $1.54M | Buy |
4,667
+1,244
| +36% | +$409K | 0.06% | 307 |
|
|
2024
Q3 | $873K | Buy |
3,423
+67
| +2% | +$17.1K | 0.04% | 427 |
|
|
2024
Q2 | $576K | Buy |
+3,356
| New | +$576K | 0.03% | 490 |
|