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Whipplewood Advisors’s GE Vernova GEV Stock Holding History

Whipplewood Advisors’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$189K Sell
358
-586
-62% -$310K 0.1% 173
2025
Q1 		$125K Buy
944
+152
+19% +$20.2K 0.07% 201
2024
Q4 		$261K Buy
+792
New +$261K 0.15% 135