Waldron Private Wealth’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 | $435K | Sell |
823
-10
| -1% | -$5.29K | 0.02% | 205 |
|
|
2025
Q1 | $254K | Sell |
833
-1,044
| -56% | -$319K | 0.01% | 266 |
|
|
2024
Q4 | $617K | Buy |
1,877
+63
| +3% | +$20.7K | 0.02% | 224 |
|
|
2024
Q3 | $463K | Buy |
1,814
+13
| +0.7% | +$3.32K | 0.02% | 259 |
|
|
2024
Q2 | $309K | Buy |
+1,801
| New | +$309K | 0.01% | 307 |
|