WAS
GEV icon

WESPAC Advisors SoCal’s GE Vernova GEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.15M Buy
5,945
+1,133
+24% +$600K 0.7% 42
2025
Q1
$1.47M Buy
4,812
+529
+12% +$161K 0.38% 57
2024
Q4
$1.41M Buy
4,283
+1,464
+52% +$482K 0.32% 61
2024
Q3
$719K Buy
+2,819
New +$719K 0.17% 67