Pacific Capital Wealth Advisors’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-67
Closed -$22K 399
2024
Q4
$22K Hold
67
﹤0.01% 214
2024
Q3
$17.1K Hold
67
﹤0.01% 255
2024
Q2
$11.5K Buy
+67
New +$11.5K ﹤0.01% 301