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Regent Peak Wealth Advisors’s GE Vernova GEV Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$288K Sell
944
-22
-2% -$6.72K 0.07% 122
2024
Q4 		$318K Buy
966
+35
+4% +$11.5K 0.07% 117
2024
Q3 		$237K Buy
+931
New +$237K 0.05% 147