Perigon 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 | $2.41M | Buy |
4,552
+397
| +10% | +$210K | 0.06% | 297 |
|
|
2025
Q1 | $1.27M | Sell |
4,155
-515
| -11% | -$157K | 0.03% | 398 |
|
|
2024
Q4 | $1.83M | Buy |
4,670
+1,074
| +30% | +$420K | 0.04% | 325 |
|
|
2024
Q3 | $917K | Sell |
3,596
-57
| -2% | -$14.5K | 0.02% | 454 |
|
|
2024
Q2 | $627K | Buy |
+3,653
| New | +$627K | 0.02% | 477 |
|