SWM
Segment Wealth Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8M | Sell |
67,723
-2,299
| -3% | -$1.22M | 2.27% | 6 |
|
|
2025
Q1 | $21.4M | Sell |
70,022
-1,469
| -2% | -$448K | 1.45% | 13 |
|
|
2024
Q4 | $23.5M | Sell |
71,491
-1,051
| -1% | -$346K | 1.6% | 9 |
|
|
2024
Q3 | $18.5M | Buy |
72,542
+1,726
| +2% | +$440K | 1.27% | 18 |
|
|
2024
Q2 | $12.1M | Buy |
+70,816
| New | +$12.1M | 0.9% | 45 |
|