Valmark Advisers’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 | $1.29M | Buy |
2,447
+182
| +8% | +$96.3K | 0.02% | 288 |
|
|
2025
Q1 | $691K | Sell |
2,265
-159
| -7% | -$48.5K | 0.01% | 377 |
|
|
2024
Q4 | $797K | Buy |
2,424
+81
| +3% | +$26.6K | 0.01% | 345 |
|
|
2024
Q3 | $597K | Buy |
2,343
+648
| +38% | +$165K | 0.01% | 387 |
|
|
2024
Q2 | $291K | Buy |
+1,695
| New | +$291K | ﹤0.01% | 477 |
|