JPWM
Jamison Private Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
1,960
-21
| -1% | -$11.1K | 0.15% | 104 |
|
|
2025
Q1 | $605K | Sell |
1,981
-138
| -7% | -$42.1K | 0.09% | 132 |
|
|
2024
Q4 | $697K | Sell |
2,119
-147
| -6% | -$48.4K | 0.1% | 118 |
|
|
2024
Q3 | $578K | Sell |
2,266
-422
| -16% | -$108K | 0.09% | 134 |
|
|
2024
Q2 | $461K | Buy |
+2,688
| New | +$461K | 0.08% | 137 |
|