WF
WoodTrust Financial’s GE Vernova GEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Buy |
4,090
+1,317
| +47% | +$697K | 0.28% | 51 |
|
2025
Q1 | $847K | Buy |
2,773
+1,489
| +116% | +$455K | 0.12% | 90 |
|
2024
Q4 | $422K | Sell |
1,284
-39
| -3% | -$12.8K | 0.06% | 125 |
|
2024
Q3 | $337K | Sell |
1,323
-39
| -3% | -$9.93K | 0.05% | 134 |
|
2024
Q2 | $234K | Buy |
+1,362
| New | +$234K | 0.04% | 157 |
|