SWM
Sculati Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
+528
| New | +$279K | 0.11% | 104 |
|
|
2025
Q1 | – | Sell |
-878
| Closed | -$289K | – | 113 |
|
|
2024
Q4 | $289K | Sell |
878
-178
| -17% | -$58.6K | 0.11% | 98 |
|
|
2024
Q3 | $269K | Sell |
1,056
-564
| -35% | -$144K | 0.11% | 98 |
|
|
2024
Q2 | $278K | Buy |
+1,620
| New | +$278K | 0.12% | 89 |
|