WAM
WT Asset Management’s GE Vernova GEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40M | Buy |
+75,528
| New | +$40M | 2.8% | 10 |
|
|
2025
Q1 | – | Sell |
-136,270
| Closed | -$44.8M | – | 55 |
|
|
2024
Q4 | $44.8M | Sell |
136,270
-27,730
| -17% | -$9.12M | 4.94% | 8 |
|
|
2024
Q3 | $41.8M | Sell |
164,000
-15,700
| -9% | -$4M | 8.22% | 6 |
|
|
2024
Q2 | $30.8M | Buy |
+179,700
| New | +$30.8M | 3% | 12 |
|