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 |
|