Kingswood 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 | $1.98M | Buy |
3,733
+374
| +11% | +$198K | 0.16% | 142 |
|
|
2025
Q1 | $1.03M | Buy |
3,359
+877
| +35% | +$268K | 0.09% | 236 |
|
|
2024
Q4 | $817K | Sell |
2,482
-6,452
| -72% | -$2.12M | 0.06% | 316 |
|
|
2024
Q3 | $2.28M | Buy |
8,934
+460
| +5% | +$117K | 0.16% | 144 |
|
|
2024
Q2 | $1.45M | Buy |
+8,474
| New | +$1.45M | 0.13% | 165 |
|