JGUA
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John G. Ullman & Associates’s GE Vernova GEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.94M Hold
3,664
0.29% 83
2025
Q1
$1.12M Sell
3,664
-82
-2% -$25K 0.17% 101
2024
Q4
$1.23M Sell
3,746
-183
-5% -$60.2K 0.18% 98
2024
Q3
$1M Sell
3,929
-190
-5% -$48.4K 0.14% 103
2024
Q2
$706K Buy
+4,119
New +$706K 0.11% 115