Sendero Wealth Management’s GE Vernova GEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.29M Buy
6,218
+136
+2% +$72K 0.41% 51
2025
Q1
$1.86M Buy
6,082
+201
+3% +$61.4K 0.26% 62
2024
Q4
$1.93M Sell
5,881
-2,711
-32% -$892K 0.29% 59
2024
Q3
$2.19M Buy
8,592
+2,614
+44% +$667K 0.35% 51
2024
Q2
$1.03M Buy
+5,978
New +$1.03M 0.17% 74