Waverly 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 | $3.4M | Buy |
6,418
+597
| +10% | +$316K | 0.04% | 381 |
|
|
2025
Q1 | $1.78M | Buy |
5,821
+962
| +20% | +$294K | 0.02% | 496 |
|
|
2024
Q4 | $1.6M | Buy |
4,859
+2,399
| +98% | +$789K | 0.02% | 425 |
|
|
2024
Q3 | $627K | Sell |
2,460
-253
| -9% | -$64.5K | 0.01% | 540 |
|
|
2024
Q2 | $465K | Buy |
+2,713
| New | +$465K | 0.01% | 594 |
|