MWM
MinichMacGregor Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
2,578
+17
| +0.7% | +$9K | 0.29% | 47 |
|
|
2025
Q1 | $782K | Sell |
2,561
-165
| -6% | -$50.4K | 0.18% | 54 |
|
|
2024
Q4 | $897K | Buy |
2,726
+540
| +25% | +$178K | 0.19% | 56 |
|
|
2024
Q3 | $557K | Buy |
2,186
+245
| +13% | +$62.5K | 0.12% | 63 |
|
|
2024
Q2 | $333K | Buy |
+1,941
| New | +$333K | 0.08% | 78 |
|