Kingswood Wealth Advisors’s GE Vernova GEV Stock Holding History

Kingswood Wealth Advisors’s Portfolio GEV Stock Details GEV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.53M	Buy
2025 Q2	$1.98M	Buy
2025 Q1	$1.03M	Buy
2024 Q4	$817K	Sell
2024 Q3	$2.28M	Buy
2024 Q2	$1.45M	Buy