MGWM

Marks Group Wealth Management’s GE Vernova GEV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$520K	Sell	983 -22	-2%	-$11.6K	0.05%	220
2025 Q1	$307K	Sell	1,005 -13	-1%	-$3.97K	0.03%	274
2024 Q4	$335K	Buy	1,018 +23	+2%	+$7.57K	0.03%	248
2024 Q3	$254K	Buy	+995	New	+$254K	0.02%	272