McCarter Private Wealth Services’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
$1M Buy
1,892
+47
+3% +$24.9K 0.57% 40
2025
Q1
$563K Buy
1,845
+133
+8% +$40.6K 0.37% 54
2024
Q4
$563K Buy
+1,712
New +$563K 0.36% 53