SAM
Secure Asset Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
2,463
+933
| +61% | +$494K | 0.24% | 104 |
|
|
2025
Q1 | $467K | Sell |
1,530
-1,107
| -42% | -$338K | 0.09% | 177 |
|
|
2024
Q4 | $867K | Buy |
2,637
+1,341
| +103% | +$441K | 0.13% | 140 |
|
|
2024
Q3 | $330K | Buy |
1,296
+74
| +6% | +$18.9K | 0.06% | 230 |
|
|
2024
Q2 | $210K | Buy |
+1,222
| New | +$210K | 0.04% | 262 |
|