JFS Wealth 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 | $97.9K | Sell |
185
-29
| -14% | -$15.3K | 0.01% | 372 |
|
|
2025
Q1 | $65.3K | Sell |
214
-68
| -24% | -$20.8K | ﹤0.01% | 427 |
|
|
2024
Q4 | $92.8K | Sell |
282
-24
| -8% | -$7.89K | 0.01% | 371 |
|
|
2024
Q3 | $78K | Buy |
306
+2
| +0.7% | +$510 | 0.01% | 398 |
|
|
2024
Q2 | $52.1K | Buy |
+304
| New | +$52.1K | ﹤0.01% | 409 |
|