Wealth Management Associates’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 | $662K | Buy |
1,250
+233
| +23% | +$123K | 0.26% | 78 |
|
2025
Q1 | $310K | Buy |
1,017
+11
| +1% | +$3.36K | 0.13% | 152 |
|
2024
Q4 | $331K | Sell |
1,006
-137
| -12% | -$45.1K | 0.14% | 143 |
|
2024
Q3 | $291K | Sell |
1,143
-74
| -6% | -$18.9K | 0.13% | 160 |
|
2024
Q2 | $209K | Hold |
1,217
| – | – | 0.1% | 187 |
|
2024
Q1 | $209K | Buy |
+1,217
| New | +$209K | 0.1% | 187 |
|