WA
Wealthstream Advisors’s GE Vernova GEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $832K | Buy |
1,572
+86
| +6% | +$45.5K | 0.14% | 59 |
|
2025
Q1 | $454K | Sell |
1,486
-49
| -3% | -$15K | 0.08% | 83 |
|
2024
Q4 | $505K | Buy |
1,535
+249
| +19% | +$81.9K | 0.09% | 81 |
|
2024
Q3 | $328K | Buy |
1,286
+2
| +0.2% | +$510 | 0.06% | 100 |
|
2024
Q2 | $220K | Buy |
+1,284
| New | +$220K | 0.08% | 123 |
|