Valeo Financial 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 | $3.77M | Buy |
7,131
+86
| +1% | +$45.5K | 0.09% | 111 |
|
2025
Q1 | $2.15M | Buy |
7,045
+583
| +9% | +$178K | 0.06% | 147 |
|
2024
Q4 | $2.13M | Buy |
6,462
+220
| +4% | +$72.4K | 0.06% | 147 |
|
2024
Q3 | $1.59M | Buy |
6,242
+1,429
| +30% | +$364K | 0.05% | 188 |
|
2024
Q2 | $825K | Buy |
4,813
+206
| +4% | +$35.3K | 0.03% | 277 |
|
2024
Q1 | $673K | Buy |
+4,607
| New | +$673K | 0.02% | 306 |
|