WDG
Wealth Dimensions Group’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
1,845
-57
| -3% | -$30.2K | 0.22% | 64 |
|
|
2025
Q1 | $581K | Buy |
1,902
+299
| +19% | +$91.3K | 0.14% | 89 |
|
|
2024
Q4 | $527K | Buy |
1,603
+86
| +6% | +$28.3K | 0.13% | 85 |
|
|
2024
Q3 | $387K | Sell |
1,517
-69
| -4% | -$17.6K | 0.1% | 104 |
|
|
2024
Q2 | $272K | Buy |
+1,586
| New | +$272K | 0.08% | 119 |
|