SAG
SageView Advisory Group’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
3,055
+1,209
| +65% | +$783K | 0.07% | 135 |
|
|
2025
Q1 | $564K | Sell |
1,846
-714
| -28% | -$218K | 0.02% | 325 |
|
|
2024
Q4 | $842K | Buy |
2,560
+683
| +36% | +$225K | 0.04% | 249 |
|
|
2024
Q3 | $479K | Buy |
1,877
+698
| +59% | +$178K | 0.02% | 305 |
|
|
2024
Q2 | $202K | Buy |
+1,179
| New | +$202K | 0.01% | 541 |
|