Montag & Associates’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 | $222K | Sell |
419
-654
| -61% | -$346K | 0.01% | 387 |
|
|
2025
Q1 | $328K | Sell |
1,073
-3
| -0.3% | -$916 | 0.02% | 355 |
|
|
2024
Q4 | $354K | Buy |
1,076
+3
| +0.3% | +$988 | 0.02% | 352 |
|
|
2024
Q3 | $274K | Sell |
1,073
-125
| -10% | -$31.9K | 0.01% | 386 |
|
|
2024
Q2 | $205K | Buy |
+1,198
| New | +$205K | 0.01% | 405 |
|