Summit Trail Advisors’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 | $4.97M | Buy |
9,391
+3,305
| +54% | +$1.75M | 0.09% | 121 |
|
|
2025
Q1 | $1.86M | Buy |
6,086
+1,582
| +35% | +$483K | 0.06% | 103 |
|
|
2024
Q4 | $1.48M | Buy |
4,504
+765
| +20% | +$252K | 0.05% | 104 |
|
|
2024
Q3 | $953K | Buy |
3,739
+459
| +14% | +$117K | 0.02% | 275 |
|
|
2024
Q2 | $563K | Buy |
+3,280
| New | +$563K | 0.01% | 346 |
|