Modera Wealth Management’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
$1.41M Sell
2,657
-58
-2% -$30.7K 0.02% 290
2025
Q1
$829K Sell
2,715
-69
-2% -$21.1K 0.01% 349
2024
Q4
$916K Sell
2,784
-78
-3% -$25.7K 0.01% 342
2024
Q3
$730K Buy
2,862
+189
+7% +$48.2K 0.01% 353
2024
Q2
$458K Buy
+2,673
New +$458K 0.01% 408